+131,459.0%
AAPL vs MNST
+572,080.2%
-440,621.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.4% | +3.9% | -0.3% |
| 7D | -0.7% | -3.4% | +2.8% | -0.5% |
| 30D | +1.7% | +6.6% | -4.9% | +1.4% |
| 3M | +9.7% | -2.9% | +12.6% | +9.8% |
| 6M | +19.3% | +18.4% | +0.8% | +18.2% |
| YTD | +26.3% | +19.3% | +7.0% | +25.0% |
| 1Y | +27.4% | +37.9% | -10.5% | +25.2% |
| 3Y | +93.6% | +62.9% | +30.7% | +88.4% |
| 5Y | +131.7% | +99.6% | +32.1% | +123.3% |
| 10Y | +1,268.5% | +305.7% | +962.8% | +1,183.0% |
| All | +131,459.0% | +572,080.2% | -440,621.2% | +116,923.4% |
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