+4.5%
RMD vs MNDY
-53.2%
+57.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | -0.2% |
| 7D | -4.7% | -14.1% | +9.4% | -3.5% |
| 30D | +0.2% | -8.5% | +8.7% | +0.9% |
| 3M | +12.0% | -2.5% | +14.6% | +11.9% |
| 6M | -12.5% | +0.1% | -12.6% | -13.3% |
| YTD | -7.9% | -45.0% | +37.1% | -3.9% |
| 1Y | -20.4% | -58.1% | +37.7% | -15.0% |
| 3Y | +53.1% | -52.6% | +105.7% | +55.9% |
| 5Y | -22.1% | -79.3% | +57.1% | -23.4% |
| All | +4.5% | -53.2% | +57.7% | +4.8% |
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 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