+313.1%
MNST vs QLD
+1,470.2%
-1,157.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.8% | -7.0% | -2.0% |
| 7D | -5.0% | -1.4% | -3.5% | -4.9% |
| 30D | +4.6% | -19.6% | +24.2% | +10.1% |
| 3M | +1.0% | -14.1% | +15.2% | +4.2% |
| 6M | +5.8% | -13.6% | +19.4% | +7.6% |
| YTD | +19.1% | +12.5% | +6.5% | +11.7% |
| 1Y | +30.9% | +13.1% | +17.8% | +22.3% |
| 3Y | +65.7% | +154.7% | -89.0% | +13.1% |
| 5Y | +99.0% | +81.1% | +17.9% | +43.2% |
| 10Y | +313.1% | +1,418.0% | -1,104.9% | +16.0% |
| All | +313.1% | +1,470.2% | -1,157.2% | +16.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling