-43.5%
SWKS vs MNDY
-53.8%
+10.3%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -9.1% | +9.9% | +2.2% |
| 7D | -2.7% | -16.1% | +13.3% | -0.2% |
| 30D | +8.5% | -10.2% | +18.6% | +9.9% |
| 3M | +17.3% | -14.2% | +31.5% | +18.4% |
| 6M | +25.1% | +10.9% | +14.2% | +19.6% |
| YTD | +33.3% | -45.8% | +79.2% | +42.7% |
| 1Y | +22.9% | -57.8% | +80.7% | +37.5% |
| 3Y | +5.5% | -41.0% | +46.6% | +5.7% |
| 5Y | -41.9% | -82.0% | +40.1% | -42.5% |
| All | -43.5% | -53.8% | +10.3% | -41.9% |
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