+2.9%
SWKS vs MNDY
-55.1%
+58.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -8.1% | +10.0% | +2.3% |
| 7D | +11.8% | -13.3% | +25.1% | +12.7% |
| 30D | +6.7% | -10.2% | +16.9% | +7.2% |
| 3M | 0.0% | -0.1% | +0.1% | 0.0% |
| 6M | +38.7% | +6.3% | +32.4% | +36.8% |
| YTD | +21.4% | -43.3% | +64.6% | +29.8% |
| 1Y | +2.9% | -56.1% | +59.0% | +17.5% |
| All | +2.9% | -55.1% | +58.0% | +17.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling