+53.1%
RSP vs MNDY
-50.8%
+103.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.0% | -5.7% | -1.1% |
| 7D | -3.1% | -12.5% | +9.4% | -2.0% |
| 30D | -3.4% | -2.6% | -0.8% | -3.4% |
| 3M | +3.6% | +4.2% | -0.6% | +2.8% |
| 6M | +9.0% | +9.8% | -0.8% | +7.0% |
| YTD | +12.2% | -42.3% | +54.5% | +16.4% |
| 1Y | +15.6% | -54.5% | +70.1% | +22.2% |
| 3Y | +51.6% | -50.3% | +101.9% | +54.7% |
| 5Y | +50.4% | -77.1% | +127.5% | +46.9% |
| All | +53.1% | -50.8% | +103.9% | +57.0% |
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