+30.4%
RRX vs MNDY
-49.8%
+80.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.0% | +1.7% | +3.5% |
| 7D | -0.3% | -4.6% | +4.3% | +0.1% |
| 30D | -6.1% | +1.0% | -7.2% | -6.6% |
| 3M | -23.1% | +9.1% | -32.2% | -24.5% |
| 6M | -19.5% | +14.2% | -33.7% | -22.3% |
| YTD | +16.1% | -41.1% | +57.2% | +21.9% |
| 1Y | +12.9% | -54.7% | +67.7% | +22.9% |
| 3Y | +7.9% | -50.6% | +58.5% | +13.3% |
| 5Y | +19.1% | -76.7% | +95.8% | +17.4% |
| All | +30.4% | -49.8% | +80.3% | +40.7% |
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 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