+45.8%
MNST vs QLD
+13.1%
+32.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.9% | +1.4% | +3.3% |
| 7D | +6.8% | -9.4% | +16.2% | +7.2% |
| 30D | +12.0% | -17.1% | +29.1% | +13.1% |
| 3M | +3.5% | -10.4% | +13.9% | +3.9% |
| 6M | +29.7% | +0.7% | +28.9% | +26.7% |
| YTD | +27.2% | +17.7% | +9.4% | +20.0% |
| 1Y | +45.8% | +14.7% | +31.1% | +37.4% |
| All | +45.8% | +13.1% | +32.7% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 1y: compounded portfolio wealth divided by compounded QLD 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…
1y analysis · Full analysis span regression · 6 months rolling