+41.0%
RIG vs MNDY
-49.8%
+90.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.0% | -3.7% | -2.0% |
| 7D | -3.1% | -4.6% | +1.6% | -2.5% |
| 30D | -0.5% | +1.0% | -1.6% | -1.1% |
| 3M | -6.0% | +9.1% | -15.1% | -8.2% |
| 6M | -10.1% | +14.2% | -24.4% | -13.4% |
| YTD | +37.3% | -41.1% | +78.4% | +45.2% |
| 1Y | +73.9% | -54.7% | +128.7% | +90.6% |
| 3Y | -30.2% | -50.6% | +20.4% | -26.1% |
| 5Y | +62.5% | -76.7% | +139.1% | +68.1% |
| All | +41.0% | -49.8% | +90.9% | +43.7% |
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