-2.6%
XRT vs MNDY
-77.7%
+75.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.0% | -5.8% | -1.6% |
| 7D | -3.6% | -12.5% | +8.9% | -1.5% |
| 30D | -6.7% | -2.6% | -4.1% | -6.7% |
| 3M | -1.4% | +4.2% | -5.6% | -3.0% |
| 6M | +1.7% | +9.8% | -8.1% | -2.0% |
| YTD | -1.5% | -42.3% | +40.8% | +5.7% |
| 1Y | -2.5% | -54.5% | +52.1% | +8.6% |
| 3Y | +39.9% | -50.3% | +90.2% | +42.4% |
| 5Y | -2.6% | -77.1% | +74.5% | -3.4% |
| All | -2.6% | -77.7% | +75.0% | -3.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling