+8.0%
XEL vs MNDY
-50.1%
+58.1%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.4% | +5.6% | -1.1% |
| 7D | -1.0% | -9.6% | +8.6% | -1.4% |
| 30D | -1.9% | -0.4% | -1.5% | -1.9% |
| 3M | -1.9% | +4.3% | -6.2% | -1.7% |
| 6M | -7.4% | +19.8% | -27.2% | -5.8% |
| YTD | +4.1% | -38.3% | +42.3% | +2.5% |
| 1Y | +8.0% | -50.1% | +58.1% | +6.7% |
| All | +8.0% | -50.1% | +58.1% | +6.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling