-50.7%
MNSO vs SPY
+138.5%
-189.1%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.1% |
| 7D | -6.3% | -2.0% | -4.3% | -4.0% |
| 30D | -24.8% | -1.7% | -23.1% | -23.2% |
| 3M | -31.2% | +4.7% | -35.9% | -35.2% |
| 6M | -45.1% | +12.5% | -57.6% | -52.6% |
| YTD | -50.5% | +11.7% | -62.2% | -57.0% |
| 1Y | -63.3% | +17.5% | -80.8% | -70.0% |
| 3Y | -63.4% | +76.6% | -139.9% | -82.3% |
| 5Y | -25.7% | +82.0% | -107.7% | -63.9% |
| All | -50.7% | +138.5% | -189.1% | -82.0% |
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