+40.9%
MNST vs QLD
+0.3%
+40.6%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -12.7% | +10.8% | -1.2% |
| 7D | +3.2% | -18.6% | +21.8% | +4.1% |
| 30D | +10.6% | -28.3% | +38.9% | +12.4% |
| 3M | +1.3% | -20.4% | +21.7% | +2.2% |
| 6M | +26.2% | -14.3% | +40.5% | +24.6% |
| YTD | +24.8% | +2.8% | +22.0% | +18.6% |
| 1Y | +40.9% | -1.2% | +42.2% | +33.7% |
| All | +40.9% | +0.3% | +40.6% | +33.7% |
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