+26.3%
ROL vs MNDY
-55.0%
+81.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.2% | +1.3% | +2.5% |
| 7D | +3.0% | -11.3% | +14.3% | +3.5% |
| 30D | +19.8% | -10.8% | +30.6% | +20.4% |
| 3M | +7.9% | -17.3% | +25.2% | +8.6% |
| 6M | -25.6% | +15.2% | -40.9% | -26.3% |
| YTD | -34.1% | -47.1% | +13.0% | -32.8% |
| 1Y | -31.4% | -51.4% | +20.0% | -29.7% |
| 3Y | +4.7% | -49.6% | +54.3% | +4.8% |
| 5Y | +15.6% | -78.6% | +94.2% | +13.9% |
| All | +26.3% | -55.0% | +81.2% | +32.5% |
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