+173.0%
XLK vs MNDY
-50.8%
+223.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.0% | -6.4% | -2.2% |
| 7D | -0.4% | -12.5% | +12.1% | +1.6% |
| 30D | -0.5% | -2.6% | +2.2% | -0.5% |
| 3M | +5.0% | +4.2% | +0.7% | +3.1% |
| 6M | +32.9% | +9.8% | +23.1% | +28.2% |
| YTD | +29.0% | -42.3% | +71.2% | +37.8% |
| 1Y | +37.8% | -54.5% | +92.4% | +52.5% |
| 3Y | +118.7% | -50.3% | +168.9% | +129.1% |
| 5Y | +145.6% | -77.1% | +222.7% | +147.3% |
| All | +173.0% | -50.8% | +223.8% | +182.2% |
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 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