+19.9%
XBI vs MNDY
-76.8%
+96.8%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.4% | -0.8% |
| 7D | -4.6% | -4.6% | 0.0% | -3.9% |
| 30D | -2.0% | +1.0% | -3.0% | -2.7% |
| 3M | +17.8% | +9.1% | +8.7% | +14.5% |
| 6M | +23.7% | +14.2% | +9.5% | +17.6% |
| YTD | +28.2% | -41.1% | +69.4% | +37.9% |
| 1Y | +64.0% | -54.7% | +118.7% | +84.5% |
| 3Y | +99.4% | -50.6% | +150.0% | +101.6% |
| All | +19.9% | -76.8% | +96.8% | +16.9% |
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