+197.3%
ROIV vs MNDY
-55.6%
+252.9%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +5.0% | -7.1% | -1.7% |
| 7D | +19.0% | -12.5% | +31.5% | +18.4% |
| 30D | +16.1% | -2.6% | +18.8% | +16.0% |
| 3M | +44.1% | +4.2% | +39.9% | +44.6% |
| 6M | +37.8% | +9.8% | +28.1% | +38.7% |
| YTD | +88.7% | -42.3% | +130.9% | +78.7% |
| 1Y | +197.3% | -54.5% | +251.9% | +175.4% |
| All | +197.3% | -55.6% | +252.9% | +175.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling