-17.1%
SWKS vs MNDY
-46.0%
+28.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.4% | +10.0% | +4.5% |
| 7D | +12.5% | -9.6% | +22.1% | +14.1% |
| 30D | +10.5% | -0.4% | +10.9% | +10.2% |
| 3M | -7.4% | +4.3% | -11.7% | -8.6% |
| 6M | +32.7% | +19.8% | +12.9% | +26.6% |
| YTD | +19.2% | -38.3% | +57.4% | +27.4% |
| 1Y | +2.4% | -50.1% | +52.5% | +13.7% |
| All | -17.1% | -46.0% | +28.9% | -11.6% |
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