+95.1%
MNST vs SOUN
-25.7%
+120.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.7% |
| 7D | -3.6% | -4.4% | +0.9% | -3.5% |
| 30D | -6.3% | -13.1% | +6.8% | -6.2% |
| 3M | -5.0% | -7.7% | +2.7% | -4.9% |
| 6M | +13.1% | -21.2% | +34.3% | +13.2% |
| YTD | +11.8% | -35.0% | +46.8% | +11.9% |
| 1Y | +35.2% | -56.4% | +91.6% | +35.9% |
| 3Y | +52.0% | +181.7% | -129.7% | +49.5% |
| All | +95.1% | -25.7% | +120.8% | +91.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 10y: compounded portfolio wealth divided by compounded SOUN 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…
10y analysis · Full analysis span regression · 6 months rolling