+217,024.2%
MNST vs MKSI
+2,161.7%
+214,862.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.3% | -4.9% | -1.2% |
| 7D | -6.5% | +1.8% | -8.3% | -6.8% |
| 30D | -7.2% | -16.8% | +9.6% | -4.9% |
| 3M | -1.0% | -21.1% | +20.1% | +0.9% |
| 6M | +11.5% | +10.8% | +0.6% | +7.3% |
| YTD | +14.3% | +63.3% | -49.0% | +3.0% |
| 1Y | +38.1% | +157.0% | -118.9% | +14.4% |
| 3Y | +55.0% | +163.7% | -108.7% | +21.5% |
| 5Y | +79.6% | +82.0% | -2.3% | +46.1% |
| 10Y | +241.8% | +467.2% | -225.4% | +119.7% |
| All | +217,024.2% | +2,161.7% | +214,862.5% | +97,663.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling