+39.2%
XLK vs MNDY
-54.1%
+93.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.0% | -0.6% | +1.2% |
| 7D | +0.2% | -4.6% | +4.9% | +0.4% |
| 30D | -0.6% | +1.0% | -1.7% | -0.7% |
| 3M | +2.6% | +9.1% | -6.6% | +2.2% |
| 6M | +34.0% | +14.2% | +19.7% | +32.2% |
| YTD | +30.7% | -41.1% | +71.8% | +35.7% |
| 1Y | +39.2% | -54.7% | +93.9% | +47.2% |
| All | +39.2% | -54.1% | +93.3% | +47.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling