+150.9%
RTX vs MNDY
-49.8%
+200.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.3% |
| 7D | -1.5% | -4.6% | +3.1% | -1.4% |
| 30D | -11.0% | +1.0% | -12.0% | -11.1% |
| 3M | +7.7% | +9.1% | -1.5% | +7.2% |
| 6M | -3.9% | +14.2% | -18.1% | -4.6% |
| YTD | +9.0% | -41.1% | +50.1% | +10.5% |
| 1Y | +27.3% | -54.7% | +82.0% | +30.2% |
| 3Y | +172.9% | -50.6% | +223.5% | +175.6% |
| 5Y | +165.2% | -76.7% | +241.8% | +161.0% |
| All | +150.9% | -49.8% | +200.7% | +163.4% |
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 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