+46.9%
XLP vs MNDY
-49.2%
+96.1%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.3% | +5.0% | -1.1% |
| 7D | +0.7% | -8.0% | +8.8% | +0.9% |
| 30D | +10.3% | +5.3% | +5.0% | +10.1% |
| 3M | +6.5% | +0.4% | +6.1% | +6.4% |
| 6M | +8.4% | +18.9% | -10.5% | +7.7% |
| YTD | +18.2% | -40.4% | +58.6% | +19.2% |
| 1Y | +22.4% | -51.4% | +73.8% | +24.0% |
| 3Y | +41.9% | -32.3% | +74.2% | +41.0% |
| 5Y | +40.9% | -74.9% | +115.8% | +37.1% |
| All | +46.9% | -49.2% | +96.1% | +49.6% |
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