+39.3%
XLC vs MNDY
-77.7%
+117.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.0% | -4.4% | -0.1% |
| 7D | -1.7% | -12.5% | +10.8% | 0.0% |
| 30D | +0.2% | -2.6% | +2.8% | +0.3% |
| 3M | +0.7% | +4.2% | -3.5% | -0.5% |
| 6M | -4.5% | +9.8% | -14.2% | -7.0% |
| YTD | -4.7% | -42.3% | +37.5% | +0.8% |
| 1Y | -1.5% | -54.5% | +53.0% | +7.3% |
| 3Y | +72.2% | -50.3% | +122.5% | +75.1% |
| 5Y | +39.3% | -77.1% | +116.4% | +37.0% |
| All | +39.3% | -77.7% | +117.0% | +37.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling