+570,202.9%
MNST vs SONY
+598.6%
+569,604.3%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.3% | +0.2% |
| 7D | -4.7% | -3.2% | -1.5% | -4.1% |
| 30D | +5.2% | +9.6% | -4.4% | +3.2% |
| 3M | -0.9% | +13.3% | -14.1% | -3.5% |
| 6M | +6.1% | +20.3% | -14.2% | +1.9% |
| YTD | +18.9% | +4.1% | +14.7% | +17.2% |
| 1Y | +29.3% | -11.9% | +41.2% | +31.7% |
| 3Y | +64.9% | +56.6% | +8.3% | +46.6% |
| 5Y | +98.0% | +10.9% | +87.1% | +86.9% |
| 10Y | +334.8% | +366.6% | -31.8% | +205.7% |
| All | +570,202.9% | +598.6% | +569,604.3% | +442,033.5% |
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 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