+136.5%
RY vs MNDY
-55.2%
+191.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.1% | +0.5% |
| 7D | -3.0% | -19.8% | +16.8% | -2.0% |
| 30D | +6.3% | -8.4% | +14.7% | +6.6% |
| 3M | -2.6% | -11.2% | +8.7% | -2.4% |
| 6M | +13.9% | +0.9% | +13.0% | +13.1% |
| YTD | +21.7% | -47.4% | +69.1% | +24.7% |
| 1Y | +40.4% | -53.0% | +93.4% | +44.8% |
| 3Y | +161.3% | -44.6% | +205.9% | +161.5% |
| 5Y | +126.5% | -78.7% | +205.2% | +123.6% |
| All | +136.5% | -55.2% | +191.6% | +135.3% |
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