+28.0%
XEL vs MNDY
-49.8%
+77.9%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.8% | +0.1% |
| 7D | -0.3% | -4.6% | +4.4% | -0.3% |
| 30D | -3.9% | +1.0% | -5.0% | -3.9% |
| 3M | -2.8% | +9.1% | -11.9% | -2.8% |
| 6M | -5.4% | +14.2% | -19.6% | -5.3% |
| YTD | +3.8% | -41.1% | +44.9% | +4.0% |
| 1Y | +6.8% | -54.7% | +61.6% | +7.2% |
| 3Y | +45.6% | -50.6% | +96.2% | +45.8% |
| 5Y | +30.7% | -76.7% | +107.3% | +27.2% |
| All | +28.0% | -49.8% | +77.9% | +31.2% |
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