+143.1%
RY vs MNDY
-47.4%
+190.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.4% | +5.7% | -0.4% |
| 7D | +3.1% | -9.6% | +12.7% | +3.6% |
| 30D | -0.3% | -0.4% | +0.1% | -0.4% |
| 3M | +8.7% | +4.3% | +4.4% | +8.1% |
| 6M | +28.5% | +19.8% | +8.8% | +26.6% |
| YTD | +25.1% | -38.3% | +63.4% | +27.5% |
| 1Y | +46.3% | -50.1% | +96.4% | +50.6% |
| 3Y | +154.9% | -48.4% | +203.4% | +156.9% |
| 5Y | +140.3% | -76.0% | +216.3% | +136.0% |
| All | +143.1% | -47.4% | +190.5% | +140.6% |
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 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