+50.9%
MNST vs MKSI
+191.6%
-140.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.7% |
| 7D | -3.6% | +6.6% | -10.2% | -3.7% |
| 30D | -6.3% | -8.2% | +1.9% | -6.2% |
| 3M | -5.0% | -16.4% | +11.4% | -4.9% |
| 6M | +13.1% | +23.0% | -9.8% | +11.5% |
| YTD | +11.8% | +68.2% | -56.4% | +9.1% |
| 1Y | +35.2% | +148.6% | -113.3% | +29.7% |
| All | +50.9% | +191.6% | -140.7% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 3y: compounded portfolio wealth divided by compounded MKSI 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…
3y analysis · Full analysis span regression · 6 months rolling