+52.5%
SOXX vs MNDY
-51.7%
+104.2%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.4% | -6.6% | -2.7% |
| 7D | -13.7% | -1.0% | -12.7% | -13.8% |
| 30D | -23.6% | +17.1% | -40.7% | -21.8% |
| 3M | -16.9% | +3.2% | -20.1% | -15.7% |
| 6M | -2.4% | +25.2% | -27.6% | +2.2% |
| YTD | +49.8% | -34.4% | +84.2% | +59.0% |
| 1Y | +52.5% | -49.8% | +102.3% | +60.2% |
| All | +52.5% | -51.7% | +104.2% | +60.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling