+320.6%
ROIV vs MNDY
-53.2%
+373.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +1.2% |
| 7D | +22.3% | -14.1% | +36.4% | +24.7% |
| 30D | +16.9% | -8.5% | +25.3% | +17.7% |
| 3M | +43.9% | -2.5% | +46.5% | +42.7% |
| 6M | +41.6% | +0.1% | +41.5% | +38.4% |
| YTD | +92.7% | -45.0% | +137.7% | +106.2% |
| 1Y | +210.2% | -58.1% | +268.3% | +244.8% |
| 3Y | +231.8% | -52.6% | +284.4% | +236.1% |
| 5Y | +319.8% | -79.3% | +399.0% | +294.6% |
| All | +320.6% | -53.2% | +373.8% | +296.0% |
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