+17.0%
TROW vs MNDY
-51.7%
+68.7%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +3.4% | +2.5% | +5.7% |
| 7D | +8.2% | -1.0% | +9.3% | +8.3% |
| 30D | +8.3% | +17.1% | -8.8% | +7.1% |
| 3M | -1.6% | +3.2% | -4.8% | -2.1% |
| 6M | +11.9% | +25.2% | -13.3% | +9.2% |
| YTD | +14.3% | -34.4% | +48.7% | +16.3% |
| 1Y | +17.0% | -49.8% | +66.8% | +22.1% |
| All | +17.0% | -51.7% | +68.7% | +22.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling