+165.8%
RTX vs MNDY
-77.7%
+243.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.0% | -4.7% | +0.1% |
| 7D | -2.0% | -12.5% | +10.5% | -1.5% |
| 30D | -11.2% | -2.6% | -8.6% | -11.2% |
| 3M | +12.0% | +4.2% | +7.8% | +11.6% |
| 6M | -3.6% | +9.8% | -13.3% | -4.3% |
| YTD | +9.2% | -42.3% | +51.5% | +11.2% |
| 1Y | +29.7% | -54.5% | +84.3% | +33.3% |
| 3Y | +152.0% | -50.3% | +202.2% | +154.4% |
| 5Y | +165.8% | -77.1% | +242.9% | +168.1% |
| All | +165.8% | -77.7% | +243.4% | +168.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling