+246.6%
MNST vs SIRI
-12.1%
+258.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.6% |
| 7D | -3.6% | -3.9% | +0.3% | -3.0% |
| 30D | -6.3% | -0.8% | -5.5% | -6.3% |
| 3M | -5.0% | +4.3% | -9.3% | -5.8% |
| 6M | +13.1% | +34.1% | -20.9% | +7.7% |
| YTD | +11.8% | +47.3% | -35.6% | +4.6% |
| 1Y | +35.2% | +22.9% | +12.3% | +29.8% |
| 3Y | +52.0% | -24.6% | +76.6% | +52.5% |
| 5Y | +77.9% | -43.2% | +121.0% | +82.2% |
| All | +246.6% | -12.1% | +258.7% | +218.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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