+113.9%
SOXX vs MNDY
-50.1%
+164.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.4% | +9.9% | +3.0% |
| 7D | +2.2% | -9.6% | +11.8% | +1.4% |
| 30D | -2.0% | -0.4% | -1.6% | -1.8% |
| 3M | -13.7% | +4.3% | -18.0% | -11.7% |
| 6M | +52.4% | +19.8% | +32.6% | +55.6% |
| YTD | +72.8% | -38.3% | +111.1% | +85.7% |
| 1Y | +113.9% | -50.1% | +164.0% | +135.7% |
| All | +113.9% | -50.1% | +164.0% | +135.7% |
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