-55.0%
MNDY vs SOXQ
+279.9%
-334.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -2.6% | +7.6% | +6.7% |
| 7D | -12.5% | +2.3% | -14.8% | -14.2% |
| 30D | -2.6% | -3.9% | +1.3% | -1.1% |
| 3M | +4.2% | -4.7% | +9.0% | -0.3% |
| 6M | +9.8% | +47.9% | -38.1% | -31.0% |
| YTD | -42.3% | +64.3% | -106.6% | -67.7% |
| 1Y | -54.5% | +95.7% | -150.2% | -78.9% |
| 3Y | -50.3% | +231.5% | -281.8% | -87.8% |
| 5Y | -77.1% | +255.0% | -332.1% | -93.8% |
| All | -55.0% | +279.9% | -334.9% | -87.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling