+99.8%
MNST vs SIRI
-41.4%
+141.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.6% | +1.9% |
| 7D | +1.6% | -1.7% | +3.3% | +1.7% |
| 30D | +5.1% | +21.1% | -16.1% | +3.6% |
| 3M | -0.5% | +14.7% | -15.2% | -1.5% |
| 6M | +8.1% | +22.9% | -14.8% | +6.4% |
| YTD | +21.2% | +65.7% | -44.6% | +16.6% |
| 1Y | +30.7% | +53.5% | -22.7% | +26.4% |
| 3Y | +67.3% | -23.0% | +90.3% | +68.1% |
| All | +99.8% | -41.4% | +141.2% | +118.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling