+1,326.9%
AAPL vs MNST
+328.4%
+998.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | +1.8% | -6.9% | +8.6% | +4.9% |
| 30D | +4.3% | +3.7% | +0.6% | +2.5% |
| 3M | +16.6% | -0.3% | +16.9% | +16.3% |
| 6M | +21.6% | +5.1% | +16.5% | +18.0% |
| YTD | +31.2% | +18.4% | +12.7% | +19.6% |
| 1Y | +29.6% | +26.3% | +3.3% | +14.6% |
| 3Y | +93.1% | +64.3% | +28.9% | +47.4% |
| 5Y | +146.2% | +96.8% | +49.4% | +68.8% |
| 10Y | +1,326.9% | +333.2% | +993.7% | +673.7% |
| All | +1,326.9% | +328.4% | +998.5% | +673.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MNST.
Daily Out/Under-Performance
Portfolio return minus MNST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNST 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 10y: compounded portfolio wealth divided by compounded MNST 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…
10y analysis · Full analysis span regression · 6 months rolling