+93.6%
AAPL vs MNST
+64.6%
+29.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.4% | +3.9% | +0.5% |
| 7D | -0.7% | -3.4% | +2.8% | +0.2% |
| 30D | +1.7% | +6.6% | -4.9% | +0.1% |
| 3M | +9.7% | -2.9% | +12.6% | +10.2% |
| 6M | +19.3% | +18.4% | +0.8% | +13.7% |
| YTD | +26.3% | +19.3% | +7.0% | +19.9% |
| 1Y | +27.4% | +37.9% | -10.5% | +16.2% |
| 3Y | +93.6% | +62.9% | +30.7% | +68.9% |
| All | +93.6% | +64.6% | +29.0% | +68.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling