+225.7%
XLE vs MNDY
-78.2%
+303.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -8.1% | +9.2% | +1.5% |
| 7D | 0.0% | -13.3% | +13.3% | +0.6% |
| 30D | +12.6% | -10.2% | +22.8% | +13.0% |
| 3M | +11.8% | -0.1% | +11.9% | +11.5% |
| 6M | +16.1% | +6.3% | +9.8% | +15.0% |
| YTD | +46.9% | -43.3% | +90.2% | +50.0% |
| 1Y | +53.3% | -56.1% | +109.4% | +58.4% |
| 3Y | +54.9% | -51.1% | +106.0% | +57.8% |
| 5Y | +225.7% | -78.5% | +304.2% | +241.4% |
| All | +225.7% | -78.2% | +303.9% | +241.4% |
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