-29.5%
TROW vs MNDY
-49.8%
+20.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.0% | -3.1% | -1.5% |
| 7D | -3.2% | -4.6% | +1.5% | -2.5% |
| 30D | -4.6% | +1.0% | -5.6% | -5.1% |
| 3M | -0.7% | +9.1% | -9.8% | -2.8% |
| 6M | +22.2% | +14.2% | +8.0% | +17.5% |
| YTD | +6.6% | -41.1% | +47.8% | +13.3% |
| 1Y | +5.8% | -54.7% | +60.6% | +16.7% |
| 3Y | +11.6% | -50.6% | +62.2% | +15.0% |
| 5Y | -38.9% | -76.7% | +37.7% | -41.2% |
| All | -29.5% | -49.8% | +20.3% | -27.0% |
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