+108.6%
ASML vs MNST
+80.0%
+28.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.8% | +4.4% |
| 7D | +1.1% | -6.5% | +7.6% | +3.9% |
| 30D | +2.2% | -7.2% | +9.4% | +5.0% |
| 3M | -2.3% | -1.0% | -1.3% | -2.9% |
| 6M | +23.0% | +11.5% | +11.5% | +15.3% |
| YTD | +61.1% | +14.3% | +46.8% | +48.9% |
| 1Y | +129.1% | +38.1% | +91.0% | +92.1% |
| 3Y | +165.4% | +55.0% | +110.4% | +105.6% |
| All | +108.6% | +80.0% | +28.5% | +40.1% |
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