+16.0%
ROL vs MNDY
-78.9%
+94.8%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.2% | +1.3% | +2.5% |
| 7D | +3.0% | -11.3% | +14.3% | +3.6% |
| 30D | +19.8% | -10.8% | +30.6% | +20.5% |
| 3M | +7.9% | -17.3% | +25.2% | +8.8% |
| 6M | -25.6% | +15.2% | -40.9% | -26.5% |
| YTD | -34.1% | -47.1% | +13.0% | -32.4% |
| 1Y | -31.4% | -51.4% | +20.0% | -29.3% |
| 3Y | +4.7% | -49.6% | +54.3% | +4.4% |
| All | +16.0% | -78.9% | +94.8% | +21.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling