+54.7%
MNST vs SOUN
+186.8%
-132.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -6.5% | -5.2% | -1.3% | -6.4% |
| 30D | -7.2% | +4.8% | -12.0% | -7.4% |
| 3M | -1.0% | -15.9% | +14.8% | -0.8% |
| 6M | +11.5% | -17.4% | +28.9% | +11.5% |
| YTD | +14.3% | -32.4% | +46.7% | +14.7% |
| 1Y | +38.1% | -49.3% | +87.4% | +39.1% |
| All | +54.7% | +186.8% | -132.1% | +40.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling