+63.5%
MNST vs SONY
+60.0%
+3.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +1.0% | +0.2% |
| 7D | -6.9% | +2.1% | -9.0% | -7.1% |
| 30D | +3.7% | +9.2% | -5.4% | +2.7% |
| 3M | -0.3% | +12.2% | -12.5% | -1.6% |
| 6M | +5.1% | +24.4% | -19.3% | +2.4% |
| YTD | +18.4% | +3.5% | +15.0% | +16.9% |
| 1Y | +26.3% | -9.2% | +35.4% | +25.8% |
| All | +63.5% | +60.0% | +3.5% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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