-6.5%
FXI vs MNDY
-76.8%
+70.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.6% | +0.2% |
| 7D | -3.9% | -4.6% | +0.8% | -3.4% |
| 30D | -2.1% | +1.0% | -3.1% | -2.5% |
| 3M | -0.5% | +9.1% | -9.6% | -2.0% |
| 6M | -4.5% | +14.2% | -18.8% | -7.0% |
| YTD | -9.2% | -41.1% | +31.9% | -5.4% |
| 1Y | -13.8% | -54.7% | +40.9% | -7.8% |
| 3Y | +36.6% | -50.6% | +87.1% | +37.7% |
| All | -6.5% | -76.8% | +70.4% | -10.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling