-24.8%
SOFI vs MNDY
-49.8%
+25.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.3% | -0.1% |
| 7D | -4.9% | -4.6% | -0.3% | -3.4% |
| 30D | -3.5% | +1.0% | -4.5% | -4.8% |
| 3M | +3.9% | +9.1% | -5.2% | -2.1% |
| 6M | -6.5% | +14.2% | -20.7% | -14.8% |
| YTD | -33.8% | -41.1% | +7.3% | -23.5% |
| 1Y | -33.3% | -54.7% | +21.4% | -15.3% |
| 3Y | +94.6% | -50.6% | +145.2% | +113.4% |
| 5Y | +13.3% | -76.7% | +89.9% | +26.2% |
| All | -24.8% | -49.8% | +25.1% | -17.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling