-50.6%
MNDY vs BG
+18.0%
-68.5%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.7% | +3.7% | +1.8% |
| 7D | -4.6% | +3.1% | -7.8% | -4.4% |
| 30D | +1.0% | +10.2% | -9.2% | +1.6% |
| 3M | +9.1% | -1.7% | +10.8% | +9.6% |
| 6M | +14.2% | +1.0% | +13.2% | +14.8% |
| YTD | -41.1% | +39.9% | -81.1% | -40.6% |
| 1Y | -54.7% | +53.2% | -107.9% | -54.3% |
| 3Y | -50.6% | +16.3% | -66.8% | -49.0% |
| All | -50.6% | +18.0% | -68.5% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 3y: compounded portfolio wealth divided by compounded BG 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…
3y analysis · Full analysis span regression · 6 months rolling