+28.1%
XLP vs MNDY
-46.0%
+74.2%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.4% | +5.6% | -0.7% |
| 7D | -1.0% | -9.6% | +8.6% | -0.9% |
| 30D | -0.9% | -0.4% | -0.5% | -0.9% |
| 3M | +3.8% | +4.3% | -0.5% | +3.6% |
| 6M | -1.7% | +19.8% | -21.5% | -2.1% |
| YTD | +10.3% | -38.3% | +48.5% | +11.1% |
| 1Y | +7.8% | -50.1% | +57.9% | +9.0% |
| All | +28.1% | -46.0% | +74.2% | +28.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling