+47.5%
XLC vs MNDY
-51.7%
+99.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -8.1% | +7.7% | +0.6% |
| 7D | +0.6% | -13.3% | +13.9% | +2.3% |
| 30D | +0.2% | -10.2% | +10.4% | +1.3% |
| 3M | +0.6% | -0.1% | +0.8% | +0.1% |
| 6M | -4.5% | +6.3% | -10.8% | -6.5% |
| YTD | -4.7% | -43.3% | +38.6% | +0.5% |
| 1Y | -1.7% | -56.1% | +54.5% | +6.8% |
| 3Y | +72.3% | -51.1% | +123.4% | +75.9% |
| 5Y | +37.8% | -78.5% | +116.3% | +34.5% |
| All | +47.5% | -51.7% | +99.2% | +45.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling