-48.6%
SWKS vs MNDY
-51.7%
+3.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -8.1% | +10.0% | +3.2% |
| 7D | +11.8% | -13.3% | +25.1% | +14.3% |
| 30D | +6.7% | -10.2% | +16.9% | +8.1% |
| 3M | 0.0% | -0.1% | +0.1% | -1.0% |
| 6M | +38.7% | +6.3% | +32.4% | +34.4% |
| YTD | +21.4% | -43.3% | +64.6% | +30.3% |
| 1Y | +2.9% | -56.1% | +59.0% | +15.4% |
| 3Y | -16.4% | -51.1% | +34.7% | -12.6% |
| 5Y | -51.2% | -78.5% | +27.3% | -51.5% |
| All | -48.6% | -51.7% | +3.1% | -46.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling