+226.5%
RL vs MNDY
-47.4%
+273.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -6.4% | +8.5% | +2.9% |
| 7D | -0.8% | -9.6% | +8.8% | +0.5% |
| 30D | -7.8% | -0.4% | -7.4% | -8.1% |
| 3M | -4.0% | +4.3% | -8.3% | -5.4% |
| 6M | -1.9% | +19.8% | -21.7% | -6.3% |
| YTD | -0.2% | -38.3% | +38.1% | +4.9% |
| 1Y | +10.7% | -50.1% | +60.8% | +19.4% |
| 3Y | +210.8% | -48.4% | +259.2% | +224.3% |
| 5Y | +238.2% | -76.0% | +314.3% | +229.4% |
| All | +226.5% | -47.4% | +273.9% | +234.4% |
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