+18.4%
XRT vs MNDY
-51.7%
+70.1%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.4% | +2.1% | +5.3% |
| 7D | +8.0% | -1.0% | +9.1% | +8.1% |
| 30D | +13.0% | +17.1% | -4.1% | +11.7% |
| 3M | +1.7% | +3.2% | -1.5% | +1.1% |
| 6M | +12.6% | +25.2% | -12.6% | +10.1% |
| YTD | +10.7% | -34.4% | +45.1% | +16.6% |
| 1Y | +18.4% | -49.8% | +68.2% | +30.3% |
| All | +18.4% | -51.7% | +70.1% | +30.3% |
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 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