+230,105.1%
MNST vs MKSI
+1,773.7%
+228,331.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.6% | +4.6% | +2.3% |
| 7D | +1.6% | +12.2% | -10.5% | -0.2% |
| 30D | +5.1% | -8.0% | +13.1% | +5.7% |
| 3M | -0.5% | -29.5% | +29.1% | +3.8% |
| 6M | +8.1% | -31.9% | +40.1% | +11.6% |
| YTD | +21.2% | +35.3% | -14.1% | +11.3% |
| 1Y | +30.7% | +50.3% | -19.5% | +17.8% |
| 3Y | +67.3% | +216.4% | -149.1% | +25.5% |
| 5Y | +101.9% | +34.4% | +67.4% | +70.7% |
| 10Y | +343.3% | +348.6% | -5.3% | +192.7% |
| All | +230,105.1% | +1,773.7% | +228,331.4% | +105,546.0% |
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