+63.7%
IBB vs MNDY
-51.3%
+115.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -8.1% | +6.0% | -1.6% |
| 7D | -1.7% | -13.3% | +11.6% | -0.7% |
| 30D | +4.9% | -10.2% | +15.0% | +5.5% |
| 3M | +24.2% | -0.1% | +24.3% | +23.8% |
| 6M | +23.8% | +6.3% | +17.5% | +22.4% |
| YTD | +23.0% | -43.3% | +66.3% | +27.5% |
| 1Y | +46.2% | -56.1% | +102.3% | +54.3% |
| All | +63.7% | -51.3% | +115.0% | +63.7% |
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