+176.6%
XLK vs MNDY
-49.8%
+226.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.0% | -0.6% | +1.0% |
| 7D | +0.2% | -4.6% | +4.9% | +0.9% |
| 30D | -0.6% | +1.0% | -1.7% | -1.2% |
| 3M | +2.6% | +9.1% | -6.6% | 0.0% |
| 6M | +34.0% | +14.2% | +19.7% | +28.4% |
| YTD | +30.7% | -41.1% | +71.8% | +39.2% |
| 1Y | +39.2% | -54.7% | +93.9% | +54.2% |
| 3Y | +120.4% | -50.6% | +171.0% | +131.2% |
| 5Y | +148.8% | -76.7% | +225.5% | +149.8% |
| All | +176.6% | -49.8% | +226.5% | +185.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling