+22.6%
XHB vs MNDY
-49.4%
+72.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.0% | -0.4% | +1.4% |
| 7D | -4.6% | -4.6% | 0.0% | -4.2% |
| 30D | -9.1% | +1.0% | -10.2% | -9.4% |
| 3M | -8.6% | +9.1% | -17.7% | -9.8% |
| 6M | -4.0% | +14.2% | -18.2% | -6.4% |
| YTD | -3.9% | -41.1% | +37.2% | +1.4% |
| 1Y | -16.5% | -54.7% | +38.3% | -9.0% |
| 3Y | +22.6% | -50.6% | +73.1% | +25.2% |
| All | +22.6% | -49.4% | +72.0% | +25.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling