+58.6%
RBA vs MNDY
-49.8%
+108.5%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.0% | +1.8% | +3.6% |
| 7D | +0.1% | -4.6% | +4.7% | +0.4% |
| 30D | -2.9% | +1.0% | -4.0% | -3.1% |
| 3M | -20.9% | +9.1% | -30.0% | -21.6% |
| 6M | -17.7% | +14.2% | -31.9% | -19.0% |
| YTD | -18.2% | -41.1% | +23.0% | -15.8% |
| 1Y | -29.1% | -54.7% | +25.6% | -25.8% |
| 3Y | +29.5% | -50.6% | +80.1% | +31.6% |
| 5Y | +40.2% | -76.7% | +116.9% | +38.7% |
| All | +58.6% | -49.8% | +108.5% | +60.8% |
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