+132.3%
MNSB vs SPY
+808.4%
-676.1%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | +0.7% | -2.0% | +2.7% | +1.4% |
| 30D | +3.7% | -1.7% | +5.3% | +4.3% |
| 3M | +5.2% | +4.7% | +0.5% | +3.4% |
| 6M | +15.3% | +12.5% | +2.8% | +10.4% |
| YTD | +26.3% | +11.7% | +14.6% | +21.3% |
| 1Y | +19.7% | +17.5% | +2.2% | +12.8% |
| 3Y | +20.1% | +76.6% | -56.5% | -0.8% |
| 5Y | +20.2% | +82.0% | -61.8% | -2.5% |
| 10Y | +129.3% | +317.1% | -187.8% | +53.2% |
| All | +132.3% | +808.4% | -676.1% | +41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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