+21.4%
XLB vs MNDY
-50.8%
+72.2%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.5% | -0.2% |
| 7D | +0.5% | -11.3% | +11.8% | +0.5% |
| 30D | +5.2% | -10.8% | +16.0% | +5.2% |
| 3M | +0.3% | -17.3% | +17.6% | +0.3% |
| 6M | +1.2% | +15.2% | -14.0% | +1.9% |
| YTD | +16.6% | -47.1% | +63.8% | +19.1% |
| 1Y | +21.4% | -51.4% | +72.9% | +24.7% |
| All | +21.4% | -50.8% | +72.2% | +24.7% |
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