-100.0%
SOXS vs MNDY
-76.8%
-23.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.0% | -7.5% | -4.4% |
| 7D | -4.7% | -4.6% | -0.1% | -7.6% |
| 30D | +7.7% | +1.0% | +6.7% | +7.7% |
| 3M | -10.2% | +9.1% | -19.3% | -9.6% |
| 6M | -99.2% | +14.2% | -113.4% | -99.5% |
| YTD | -99.5% | -41.1% | -58.4% | -99.8% |
| 1Y | -99.8% | -54.7% | -45.0% | -99.9% |
| 3Y | -100.0% | -50.6% | -49.4% | -100.0% |
| All | -100.0% | -76.8% | -23.1% | -100.0% |
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