-36.7%
SWK vs MNDY
-76.2%
+39.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.4% | +7.3% | +1.7% |
| 7D | -0.4% | -9.6% | +9.1% | +0.8% |
| 30D | -5.7% | -0.4% | -5.3% | -6.0% |
| 3M | +24.1% | +4.3% | +19.8% | +22.6% |
| 6M | +24.7% | +19.8% | +4.9% | +19.6% |
| YTD | +33.9% | -38.3% | +72.2% | +40.6% |
| 1Y | +34.7% | -50.1% | +84.8% | +45.2% |
| 3Y | +15.3% | -48.4% | +63.7% | +18.4% |
| All | -36.7% | -76.2% | +39.5% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MNDY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling