+49.1%
XLP vs MNDY
-55.2%
+104.3%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.2% | +0.4% |
| 7D | -0.5% | -19.8% | +19.3% | 0.0% |
| 30D | +8.3% | -8.4% | +16.7% | +8.6% |
| 3M | +8.7% | -11.2% | +19.9% | +8.9% |
| 6M | +11.2% | +0.9% | +10.2% | +11.0% |
| YTD | +20.0% | -47.4% | +67.4% | +21.4% |
| 1Y | +21.3% | -53.0% | +74.3% | +23.1% |
| 3Y | +43.8% | -44.6% | +88.4% | +43.7% |
| 5Y | +43.3% | -78.7% | +122.0% | +39.7% |
| All | +49.1% | -55.2% | +104.3% | +52.3% |
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