+154.8%
RTX vs MNDY
-47.4%
+202.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.4% | +5.8% | -0.5% |
| 7D | -5.2% | -9.6% | +4.4% | -4.9% |
| 30D | -9.4% | -0.4% | -9.0% | -9.4% |
| 3M | +12.3% | +4.3% | +8.0% | +12.0% |
| 6M | -3.1% | +19.8% | -22.9% | -4.0% |
| YTD | +10.7% | -38.3% | +49.0% | +12.1% |
| 1Y | +28.4% | -50.1% | +78.5% | +30.9% |
| 3Y | +147.1% | -48.4% | +195.5% | +149.2% |
| 5Y | +167.2% | -76.0% | +243.3% | +162.4% |
| All | +154.8% | -47.4% | +202.2% | +167.2% |
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 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