+78.8%
RBA vs MNDY
-55.5%
+134.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.4% |
| 7D | -0.5% | -17.9% | +17.4% | +0.9% |
| 30D | +6.8% | -9.0% | +15.9% | +7.4% |
| 3M | +9.5% | -10.4% | +19.8% | +9.9% |
| 6M | -8.2% | +7.0% | -15.2% | -9.3% |
| YTD | -7.7% | -47.8% | +40.1% | -4.5% |
| 1Y | -6.9% | -51.6% | +44.7% | -3.1% |
| 3Y | +61.6% | -45.0% | +106.7% | +62.6% |
| 5Y | +44.7% | -78.8% | +123.5% | +43.3% |
| All | +78.8% | -55.5% | +134.3% | +82.4% |
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