+205.6%
SOXL vs MNDY
-50.8%
+256.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +5.0% | -13.0% | -10.7% |
| 7D | +8.5% | -12.5% | +20.9% | +14.9% |
| 30D | -13.0% | -2.6% | -10.3% | -14.6% |
| 3M | -35.9% | +4.2% | -40.2% | -43.7% |
| 6M | +112.1% | +9.8% | +102.3% | +68.5% |
| YTD | +175.4% | -42.3% | +217.7% | +212.5% |
| 1Y | +304.9% | -54.5% | +359.4% | +427.0% |
| 3Y | +448.6% | -50.3% | +498.8% | +585.9% |
| 5Y | +156.1% | -77.1% | +233.2% | +253.1% |
| All | +205.6% | -50.8% | +256.4% | +319.6% |
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