-43.6%
SWKS vs MNDY
-75.6%
+32.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -6.3% | +7.5% | +2.3% |
| 7D | -6.2% | -8.0% | +1.9% | -4.9% |
| 30D | -1.5% | +5.3% | -6.8% | -2.8% |
| 3M | +23.0% | +0.4% | +22.6% | +21.0% |
| 6M | +27.6% | +18.9% | +8.7% | +20.0% |
| YTD | +32.3% | -40.4% | +72.7% | +40.5% |
| 1Y | +20.1% | -51.4% | +71.5% | +32.6% |
| 3Y | +0.6% | -32.3% | +33.0% | -2.6% |
| All | -43.6% | -75.6% | +32.0% | -43.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling