+30.4%
IBB vs MNDY
-50.8%
+81.2%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.7% | -0.5% |
| 7D | -0.5% | -11.3% | +10.8% | -0.2% |
| 30D | +4.6% | -10.8% | +15.4% | +4.8% |
| 3M | +6.8% | -17.3% | +24.1% | +7.2% |
| 6M | +23.1% | +15.2% | +7.9% | +22.3% |
| YTD | +26.0% | -47.1% | +73.2% | +30.3% |
| 1Y | +30.4% | -51.4% | +81.8% | +34.6% |
| All | +30.4% | -50.8% | +81.2% | +34.6% |
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 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