+11.5%
SWKS vs MNDY
-50.1%
+61.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.3% |
| 7D | +9.4% | -11.3% | +20.7% | +11.0% |
| 30D | +17.0% | -10.8% | +27.8% | +18.2% |
| 3M | +28.9% | -17.3% | +46.2% | +30.6% |
| 6M | +33.1% | +15.2% | +17.9% | +26.6% |
| YTD | +44.8% | -47.1% | +91.9% | +56.6% |
| 1Y | +36.2% | -51.4% | +87.6% | +49.9% |
| 3Y | +11.5% | -49.6% | +61.1% | +13.1% |
| All | +11.5% | -50.1% | +61.6% | +13.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling