+134,656.0%
AAPL vs MNST
+571,079.0%
-436,423.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.6% | +2.4% |
| 7D | +3.7% | -5.0% | +8.6% | +3.9% |
| 30D | +4.2% | +4.6% | -0.4% | +3.9% |
| 3M | +12.0% | +1.0% | +11.0% | +11.9% |
| 6M | +19.8% | +5.8% | +14.0% | +19.4% |
| YTD | +29.3% | +19.1% | +10.3% | +28.1% |
| 1Y | +31.1% | +30.9% | +0.2% | +29.2% |
| 3Y | +94.9% | +65.7% | +29.1% | +89.5% |
| 5Y | +138.1% | +99.0% | +39.1% | +129.5% |
| 10Y | +1,276.0% | +313.1% | +962.9% | +1,189.3% |
| All | +134,656.0% | +571,079.0% | -436,423.0% | +119,777.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling