+80.7%
RIO vs MNDY
-51.7%
+132.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.1% | +8.7% | +0.9% |
| 7D | +1.9% | -13.3% | +15.2% | +2.5% |
| 30D | +5.0% | -10.2% | +15.1% | +5.3% |
| 3M | +5.1% | -0.1% | +5.2% | +4.9% |
| 6M | +17.6% | +6.3% | +11.3% | +16.8% |
| YTD | +36.3% | -43.3% | +79.6% | +39.1% |
| 1Y | +71.2% | -56.1% | +127.3% | +76.8% |
| 3Y | +102.7% | -51.1% | +153.8% | +105.1% |
| 5Y | +99.6% | -78.5% | +178.1% | +93.5% |
| All | +80.7% | -51.7% | +132.4% | +86.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling