+3.7%
RMD vs MNDY
-49.8%
+53.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.6% | -0.8% |
| 7D | -4.4% | -4.6% | +0.2% | -4.0% |
| 30D | -3.1% | +1.0% | -4.2% | -3.4% |
| 3M | +13.8% | +9.1% | +4.7% | +12.5% |
| 6M | -8.6% | +14.2% | -22.8% | -10.5% |
| YTD | -8.6% | -41.1% | +32.5% | -5.2% |
| 1Y | -19.7% | -54.7% | +35.0% | -14.8% |
| 3Y | +48.4% | -50.6% | +98.9% | +50.5% |
| 5Y | -22.7% | -76.7% | +53.9% | -24.4% |
| All | +3.7% | -49.8% | +53.6% | +3.3% |
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 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