+31.6%
IBB vs MNDY
-47.4%
+79.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.4% | +5.5% | -0.2% |
| 7D | +1.4% | -9.6% | +11.0% | +2.5% |
| 30D | +10.5% | -0.4% | +10.9% | +10.2% |
| 3M | +23.6% | +4.3% | +19.3% | +22.4% |
| 6M | +22.6% | +19.8% | +2.8% | +18.6% |
| YTD | +25.7% | -38.3% | +64.0% | +30.7% |
| 1Y | +51.4% | -50.1% | +101.5% | +60.6% |
| 3Y | +64.4% | -48.4% | +112.8% | +65.8% |
| 5Y | +22.1% | -76.0% | +98.2% | +19.0% |
| All | +31.6% | -47.4% | +79.0% | +28.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling