+53.1%
MNST vs SIRI
-23.5%
+76.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.9% | -1.5% |
| 7D | -4.1% | +4.3% | -8.4% | -4.3% |
| 30D | -4.5% | -2.8% | -1.7% | -4.4% |
| 3M | -2.5% | +5.9% | -8.4% | -2.8% |
| 6M | +14.1% | +31.9% | -17.8% | +12.4% |
| YTD | +12.6% | +48.7% | -36.1% | +10.1% |
| 1Y | +36.9% | +23.2% | +13.7% | +35.3% |
| 3Y | +53.1% | -23.9% | +77.0% | +53.3% |
| All | +53.1% | -23.5% | +76.6% | +53.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling