+84.2%
MNST vs SE
-68.6%
+152.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.5% |
| 7D | -6.5% | -6.1% | -0.4% | -6.0% |
| 30D | -7.2% | -2.5% | -4.8% | -7.2% |
| 3M | -1.0% | +21.7% | -22.7% | -3.0% |
| 6M | +11.5% | +27.0% | -15.5% | +8.5% |
| YTD | +14.3% | -12.1% | +26.4% | +14.6% |
| 1Y | +38.1% | -40.9% | +79.0% | +43.2% |
| 3Y | +55.0% | +191.0% | -136.0% | +34.3% |
| All | +84.2% | -68.6% | +152.8% | +85.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 5y: compounded portfolio wealth divided by compounded SE 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…
5y analysis · Full analysis span regression · 6 months rolling