+15.5%
XBI vs MNDY
-49.8%
+65.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.4% | -0.7% |
| 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% | +14.7% |
| 6M | +23.7% | +14.2% | +9.5% | +17.9% |
| YTD | +28.2% | -41.1% | +69.4% | +37.3% |
| 1Y | +64.0% | -54.7% | +118.7% | +83.2% |
| 3Y | +99.4% | -50.6% | +150.0% | +102.5% |
| 5Y | +19.3% | -76.7% | +96.0% | +16.3% |
| All | +15.5% | -49.8% | +65.4% | +7.5% |
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