+28.3%
RRX vs MNDY
-53.2%
+81.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.1% | +0.5% | -2.2% |
| 7D | -0.7% | -14.1% | +13.4% | +0.9% |
| 30D | -8.0% | -8.5% | +0.5% | -7.4% |
| 3M | -25.1% | -2.5% | -22.5% | -25.5% |
| 6M | -18.3% | +0.1% | -18.3% | -19.8% |
| YTD | +14.2% | -45.0% | +59.2% | +20.8% |
| 1Y | +13.0% | -58.1% | +71.2% | +24.1% |
| 3Y | +4.2% | -52.6% | +56.8% | +9.8% |
| 5Y | +17.9% | -79.3% | +97.1% | +16.6% |
| All | +28.3% | -53.2% | +81.4% | +39.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling