+548,301.9%
MNST vs SONY
+543.6%
+547,758.3%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.3% |
| 7D | -6.5% | -1.2% | -5.3% | -6.3% |
| 30D | -7.2% | +9.4% | -16.7% | -8.9% |
| 3M | -1.0% | +10.5% | -11.5% | -3.2% |
| 6M | +11.5% | +11.7% | -0.2% | +8.6% |
| YTD | +14.3% | -4.1% | +18.4% | +14.6% |
| 1Y | +38.1% | -11.8% | +49.9% | +40.3% |
| 3Y | +55.0% | +45.9% | +9.1% | +39.8% |
| 5Y | +79.6% | +16.3% | +63.3% | +67.9% |
| 10Y | +241.8% | +297.6% | -55.8% | +148.0% |
| All | +548,301.9% | +543.6% | +547,758.3% | +432,513.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling