+31.3%
XLRE vs MNDY
-49.4%
+80.7%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.0% | -1.1% | +0.7% |
| 7D | -1.2% | -4.6% | +3.5% | -0.9% |
| 30D | -2.4% | +1.0% | -3.4% | -2.6% |
| 3M | -2.5% | +9.1% | -11.6% | -3.3% |
| 6M | +4.0% | +14.2% | -10.2% | +2.5% |
| YTD | +9.3% | -41.1% | +50.4% | +12.7% |
| 1Y | +5.6% | -54.7% | +60.3% | +10.9% |
| 3Y | +31.3% | -50.6% | +81.8% | +32.2% |
| All | +31.3% | -49.4% | +80.7% | +32.2% |
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