+247.2%
AMAT vs MNST
+80.0%
+167.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.6% | +4.9% | +4.6% |
| 7D | -1.5% | -6.5% | +5.0% | +1.2% |
| 30D | -14.8% | -7.2% | -7.6% | -12.5% |
| 3M | -9.3% | -1.0% | -8.3% | -9.8% |
| 6M | +27.4% | +11.5% | +15.9% | +19.8% |
| YTD | +77.6% | +14.3% | +63.3% | +64.7% |
| 1Y | +188.9% | +38.1% | +150.8% | +144.2% |
| 3Y | +202.3% | +55.0% | +147.3% | +137.6% |
| All | +247.2% | +80.0% | +167.2% | +147.1% |
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