+5.8%
XLU vs MNDY
-50.1%
+55.9%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.4% | +6.5% | -0.2% |
| 7D | +0.8% | -9.6% | +10.4% | +0.4% |
| 30D | -1.3% | -0.4% | -0.9% | -1.3% |
| 3M | -1.3% | +4.3% | -5.6% | -1.1% |
| 6M | -7.6% | +19.8% | -27.4% | -6.3% |
| YTD | +2.3% | -38.3% | +40.6% | +0.9% |
| 1Y | +5.8% | -50.1% | +55.8% | +4.5% |
| All | +5.8% | -50.1% | +55.9% | +4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling