+18.5%
IBB vs MNDY
-77.7%
+96.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.0% | -6.4% | -2.0% |
| 7D | -5.2% | -12.5% | +7.3% | -3.8% |
| 30D | +1.5% | -2.6% | +4.1% | +1.5% |
| 3M | +22.1% | +4.2% | +17.9% | +20.7% |
| 6M | +17.7% | +9.8% | +8.0% | +14.8% |
| YTD | +20.2% | -42.3% | +62.5% | +26.3% |
| 1Y | +44.4% | -54.5% | +99.0% | +55.7% |
| 3Y | +61.1% | -50.3% | +111.3% | +62.6% |
| 5Y | +18.5% | -77.1% | +95.6% | +16.2% |
| All | +18.5% | -77.7% | +96.2% | +16.2% |
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