+135.0%
RY vs MNDY
-55.0%
+190.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.2% |
| 7D | +0.6% | -11.3% | +11.9% | +1.1% |
| 30D | +5.0% | -10.8% | +15.9% | +5.5% |
| 3M | -5.3% | -17.3% | +12.0% | -4.7% |
| 6M | +13.8% | +15.2% | -1.4% | +12.3% |
| YTD | +21.0% | -47.1% | +68.1% | +23.9% |
| 1Y | +40.5% | -51.4% | +91.9% | +44.6% |
| 3Y | +159.7% | -49.6% | +209.3% | +161.4% |
| 5Y | +124.3% | -78.6% | +202.9% | +121.5% |
| All | +135.0% | -55.0% | +190.0% | +133.9% |
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