+215.2%
RL vs MNDY
-49.8%
+265.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.2% | +0.5% |
| 7D | -3.4% | -4.6% | +1.2% | -2.9% |
| 30D | -14.4% | +1.0% | -15.5% | -14.9% |
| 3M | -13.6% | +9.1% | -22.7% | -15.4% |
| 6M | +0.6% | +14.2% | -13.7% | -3.3% |
| YTD | -3.6% | -41.1% | +37.5% | +1.9% |
| 1Y | +8.3% | -54.7% | +63.1% | +18.6% |
| 3Y | +204.8% | -50.6% | +255.4% | +219.8% |
| 5Y | +232.9% | -76.7% | +309.6% | +226.4% |
| All | +215.2% | -49.8% | +265.0% | +224.8% |
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