+247.9%
SOXX vs MNDY
-76.8%
+324.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.0% | -0.1% | +1.5% |
| 7D | +1.4% | -4.6% | +6.0% | +2.2% |
| 30D | -3.6% | +1.0% | -4.6% | -4.5% |
| 3M | -10.2% | +9.1% | -19.3% | -13.4% |
| 6M | +54.2% | +14.2% | +40.0% | +44.5% |
| YTD | +75.2% | -41.1% | +116.4% | +89.3% |
| 1Y | +107.5% | -54.7% | +162.2% | +137.0% |
| 3Y | +226.8% | -50.6% | +277.3% | +245.2% |
| All | +247.9% | -76.8% | +324.7% | +265.2% |
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 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