+179.4%
XLE vs MNDY
-47.4%
+226.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.4% | +5.6% | -0.6% |
| 7D | +2.2% | -9.6% | +11.8% | +2.6% |
| 30D | +11.8% | -0.4% | +12.2% | +11.7% |
| 3M | +9.8% | +4.3% | +5.5% | +9.4% |
| 6M | +15.6% | +19.8% | -4.2% | +14.1% |
| YTD | +45.3% | -38.3% | +83.5% | +47.4% |
| 1Y | +48.3% | -50.1% | +98.4% | +51.8% |
| 3Y | +55.4% | -48.4% | +103.9% | +57.8% |
| 5Y | +216.1% | -76.0% | +292.1% | +216.7% |
| All | +179.4% | -47.4% | +226.8% | +190.5% |
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 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