+162.3%
SOXL vs MNDY
-76.8%
+239.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.0% | +3.3% | +4.1% |
| 7D | +3.9% | -4.6% | +8.5% | +5.8% |
| 30D | -14.3% | +1.0% | -15.3% | -17.9% |
| 3M | -45.6% | +9.1% | -54.7% | -54.0% |
| 6M | +117.2% | +14.2% | +103.0% | +64.2% |
| YTD | +189.8% | -41.1% | +231.0% | +228.0% |
| 1Y | +317.7% | -54.7% | +372.5% | +458.5% |
| 3Y | +478.6% | -50.6% | +529.2% | +619.9% |
| All | +162.3% | -76.8% | +239.1% | +305.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling