+138.8%
RY vs MNDY
-53.2%
+191.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.0% | -0.9% |
| 7D | -0.5% | -14.1% | +13.6% | +0.2% |
| 30D | -1.9% | -8.5% | +6.6% | -1.6% |
| 3M | +5.1% | -2.5% | +7.7% | +5.0% |
| 6M | +28.2% | +0.1% | +28.1% | +27.4% |
| YTD | +22.9% | -45.0% | +67.9% | +25.9% |
| 1Y | +45.5% | -58.1% | +103.6% | +51.2% |
| 3Y | +156.7% | -52.6% | +209.3% | +159.6% |
| 5Y | +137.7% | -79.3% | +217.0% | +134.7% |
| All | +138.8% | -53.2% | +191.9% | +137.6% |
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