-32.0%
SWK vs MNDY
-49.2%
+17.2%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.3% | +5.9% | +0.4% |
| 7D | +11.0% | -8.0% | +19.1% | +12.1% |
| 30D | +30.1% | +5.3% | +24.8% | +29.2% |
| 3M | +14.7% | +0.4% | +14.2% | +13.9% |
| 6M | +44.5% | +18.9% | +25.6% | +39.5% |
| YTD | +59.4% | -40.4% | +99.8% | +66.4% |
| 1Y | +77.5% | -51.4% | +129.0% | +90.1% |
| 3Y | +49.5% | -32.3% | +81.8% | +48.0% |
| 5Y | -24.9% | -74.9% | +50.0% | -27.5% |
| All | -32.0% | -49.2% | +17.2% | -29.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling