+152.0%
RTX vs MNDY
-55.0%
+207.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | +0.1% |
| 7D | +4.8% | -11.3% | +16.1% | +5.1% |
| 30D | +6.5% | -10.8% | +17.3% | +6.8% |
| 3M | -9.6% | -17.3% | +7.6% | -9.3% |
| 6M | +12.3% | +15.2% | -2.9% | +11.4% |
| YTD | +9.5% | -47.1% | +56.6% | +11.2% |
| 1Y | +15.8% | -51.4% | +67.3% | +18.0% |
| 3Y | +157.0% | -49.6% | +206.6% | +159.2% |
| 5Y | +148.8% | -78.6% | +227.4% | +144.5% |
| All | +152.0% | -55.0% | +207.0% | +165.2% |
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