+36.1%
XLP vs MNDY
-51.7%
+87.8%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -8.1% | +7.5% | -0.5% |
| 7D | -1.4% | -13.3% | +11.9% | -1.1% |
| 30D | -1.3% | -10.2% | +8.9% | -1.1% |
| 3M | +1.8% | -0.1% | +2.0% | +1.7% |
| 6M | -0.8% | +6.3% | -7.1% | -1.2% |
| YTD | +9.5% | -43.3% | +52.8% | +10.6% |
| 1Y | +7.2% | -56.1% | +63.3% | +8.9% |
| 3Y | +27.1% | -51.1% | +78.3% | +27.5% |
| 5Y | +32.0% | -78.5% | +110.5% | +28.4% |
| All | +36.1% | -51.7% | +87.8% | +38.8% |
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