+169.4%
TRV vs MNDY
-49.8%
+219.2%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.0% | +0.1% | +2.0% |
| 7D | +1.9% | -4.6% | +6.6% | +2.0% |
| 30D | +1.7% | +1.0% | +0.7% | +1.7% |
| 3M | +23.9% | +9.1% | +14.8% | +23.6% |
| 6M | +26.3% | +14.2% | +12.1% | +25.8% |
| YTD | +30.8% | -41.1% | +72.0% | +31.3% |
| 1Y | +36.3% | -54.7% | +91.0% | +37.1% |
| 3Y | +145.0% | -50.6% | +195.6% | +147.1% |
| 5Y | +163.9% | -76.7% | +240.5% | +162.5% |
| All | +169.4% | -49.8% | +219.2% | +186.7% |
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