+260.1%
RL vs MNDY
-55.0%
+315.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.3% |
| 7D | +2.6% | -11.3% | +13.9% | +4.1% |
| 30D | +2.9% | -10.8% | +13.8% | +4.2% |
| 3M | 0.0% | -17.3% | +17.3% | +1.7% |
| 6M | +17.1% | +15.2% | +1.9% | +12.3% |
| YTD | +10.1% | -47.1% | +57.3% | +17.4% |
| 1Y | +17.3% | -51.4% | +68.8% | +26.6% |
| 3Y | +249.3% | -49.6% | +299.0% | +264.3% |
| 5Y | +240.9% | -78.6% | +319.5% | +235.8% |
| All | +260.1% | -55.0% | +315.1% | +274.3% |
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