+9.8%
MNDY vs BTG
+0.3%
+9.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -3.2% | +8.3% | +5.1% |
| 7D | -12.5% | -5.8% | -6.7% | -12.4% |
| 30D | -2.6% | +5.7% | -8.3% | -2.5% |
| 3M | +4.2% | +38.1% | -33.9% | +4.8% |
| 6M | +9.8% | +0.3% | +9.4% | +6.6% |
| All | +9.8% | +0.3% | +9.4% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 6mo: compounded portfolio wealth divided by compounded BTG 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…
6mo analysis · Full analysis span regression · 6 months rolling