+2,400.3%
MNST vs QLD
+9,036.4%
-6,636.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | -6.5% | +0.6% | -7.1% | -6.7% |
| 30D | -7.2% | -0.1% | -7.1% | -7.4% |
| 3M | -1.0% | -8.4% | +7.3% | +0.4% |
| 6M | +11.5% | +32.2% | -20.7% | -1.4% |
| YTD | +14.3% | +28.9% | -14.6% | +1.5% |
| 1Y | +38.1% | +43.8% | -5.7% | +16.7% |
| 3Y | +55.0% | +176.6% | -121.6% | -5.5% |
| 5Y | +79.6% | +121.6% | -41.9% | +9.7% |
| 10Y | +241.8% | +1,652.9% | -1,411.1% | -26.2% |
| All | +2,400.3% | +9,036.4% | -6,636.1% | +109.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling