-25.2%
SOFI vs MNDY
-50.8%
+25.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.0% | -5.7% | -2.6% |
| 7D | -7.0% | -12.5% | +5.5% | -2.4% |
| 30D | -4.3% | -2.6% | -1.7% | -4.3% |
| 3M | +8.4% | +4.2% | +4.2% | +4.0% |
| 6M | -5.9% | +9.8% | -15.7% | -12.9% |
| YTD | -34.3% | -42.3% | +8.0% | -23.4% |
| 1Y | -32.6% | -54.5% | +22.0% | -14.6% |
| 3Y | +101.3% | -50.3% | +151.5% | +119.9% |
| 5Y | +12.6% | -77.1% | +89.7% | +26.3% |
| All | -25.2% | -50.8% | +25.6% | -17.8% |
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