+36.4%
RBA vs MNDY
-78.7%
+115.2%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.4% |
| 7D | -1.9% | -14.1% | +12.2% | -0.6% |
| 30D | -13.0% | -8.5% | -4.5% | -12.4% |
| 3M | -23.1% | -2.5% | -20.6% | -23.2% |
| 6M | -22.6% | +0.1% | -22.7% | -23.1% |
| YTD | -20.4% | -45.0% | +24.6% | -17.2% |
| 1Y | -29.6% | -58.1% | +28.5% | -25.3% |
| 3Y | +26.6% | -52.6% | +79.2% | +29.0% |
| All | +36.4% | -78.7% | +115.2% | +39.5% |
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