+109.4%
AAPL vs MNST
+80.0%
+29.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.3% |
| 7D | +0.1% | -6.5% | +6.6% | +2.6% |
| 30D | +3.0% | -7.2% | +10.2% | +5.7% |
| 3M | +2.9% | -1.0% | +3.9% | +2.9% |
| 6M | +22.1% | +11.5% | +10.6% | +15.9% |
| YTD | +18.0% | +14.3% | +3.7% | +10.6% |
| 1Y | +33.9% | +38.1% | -4.2% | +15.0% |
| 3Y | +71.2% | +55.0% | +16.2% | +38.1% |
| All | +109.4% | +80.0% | +29.3% | +50.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling