-76.5%
MNDY vs SOXQ
+258.1%
-334.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.8% | +0.2% | +0.8% |
| 7D | -4.6% | +0.8% | -5.4% | -5.3% |
| 30D | +1.0% | -4.6% | +5.6% | +3.3% |
| 3M | +9.1% | -10.2% | +19.3% | +10.0% |
| 6M | +14.2% | +49.7% | -35.5% | -29.5% |
| YTD | -41.1% | +67.2% | -108.4% | -67.9% |
| 1Y | -54.7% | +98.0% | -152.7% | -79.5% |
| 3Y | -50.6% | +237.2% | -287.7% | -88.6% |
| All | -76.5% | +258.1% | -334.6% | -93.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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