-13.1%
RGEN vs MNDY
-49.8%
+36.8%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.7% | -0.1% |
| 7D | -1.4% | -4.6% | +3.2% | -0.5% |
| 30D | -0.3% | +1.0% | -1.3% | -1.1% |
| 3M | +23.9% | +9.1% | +14.8% | +20.1% |
| 6M | +38.5% | +14.2% | +24.3% | +31.2% |
| YTD | +0.8% | -41.1% | +42.0% | +10.0% |
| 1Y | +38.2% | -54.7% | +92.9% | +58.6% |
| 3Y | +1.3% | -50.6% | +51.9% | +5.6% |
| 5Y | -44.0% | -76.7% | +32.6% | -44.3% |
| All | -13.1% | -49.8% | +36.8% | -12.0% |
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