+24.3%
XLP vs MNDY
-51.7%
+76.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.4% | -0.1% | +3.3% |
| 7D | +5.9% | -1.0% | +6.9% | +5.9% |
| 30D | +13.5% | +17.1% | -3.7% | +13.2% |
| 3M | +8.4% | +3.2% | +5.2% | +8.2% |
| 6M | +11.5% | +25.2% | -13.6% | +11.4% |
| YTD | +20.6% | -34.4% | +55.0% | +21.2% |
| 1Y | +24.3% | -49.8% | +74.1% | +27.4% |
| All | +24.3% | -51.7% | +76.0% | +27.4% |
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 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