+229.2%
ROIV vs MNDY
-52.1%
+281.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -8.1% | +26.9% | +19.2% |
| 7D | +20.2% | -13.3% | +33.5% | +21.0% |
| 30D | +14.1% | -10.2% | +24.3% | +14.6% |
| 3M | +45.6% | -0.1% | +45.7% | +44.9% |
| 6M | +44.1% | +6.3% | +37.8% | +42.1% |
| YTD | +91.2% | -43.3% | +134.4% | +98.1% |
| 1Y | +221.3% | -56.1% | +277.4% | +239.6% |
| 3Y | +229.2% | -51.1% | +280.3% | +190.7% |
| All | +229.2% | -52.1% | +281.3% | +190.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling