-52.4%
MNDY vs BTG
+33.7%
-86.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -3.2% | +8.3% | +5.4% |
| 7D | -12.5% | -5.8% | -6.7% | -11.8% |
| 30D | -2.6% | +5.7% | -8.3% | -3.4% |
| 3M | +4.2% | +38.1% | -33.9% | -0.6% |
| 6M | +9.8% | +0.3% | +9.4% | +8.5% |
| YTD | -42.3% | +19.9% | -62.2% | -45.5% |
| 1Y | -54.5% | +24.6% | -79.1% | -58.1% |
| 3Y | -50.3% | +96.6% | -146.8% | -60.1% |
| 5Y | -77.1% | +77.7% | -154.8% | -81.5% |
| All | -52.4% | +33.7% | -86.1% | -66.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling