+179.3%
RRC vs MNDY
-49.8%
+229.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.0% | -3.5% | -1.7% |
| 7D | -1.8% | -4.6% | +2.9% | -1.5% |
| 30D | +2.7% | +1.0% | +1.6% | +2.4% |
| 3M | +8.8% | +9.1% | -0.3% | +7.6% |
| 6M | -1.2% | +14.2% | -15.4% | -3.1% |
| YTD | +17.6% | -41.1% | +58.7% | +21.3% |
| 1Y | +18.4% | -54.7% | +73.2% | +24.5% |
| 3Y | +33.1% | -50.6% | +83.7% | +37.2% |
| 5Y | +148.2% | -76.7% | +224.8% | +153.5% |
| All | +179.3% | -49.8% | +229.1% | +192.6% |
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