+166.9%
XLE vs MNDY
-78.9%
+245.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.3% | +0.9% |
| 7D | +5.4% | -11.3% | +16.7% | +5.9% |
| 30D | -3.9% | -10.8% | +6.9% | -3.6% |
| 3M | +7.0% | -17.3% | +24.3% | +7.6% |
| 6M | +14.2% | +15.2% | -1.0% | +12.6% |
| YTD | +48.2% | -47.1% | +95.3% | +51.4% |
| 1Y | +47.7% | -51.4% | +99.1% | +51.6% |
| 3Y | +70.0% | -49.6% | +119.6% | +72.7% |
| All | +166.9% | -78.9% | +245.8% | +177.5% |
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