+96.6%
MNST vs SOUN
-24.7%
+121.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.5% | +1.0% | -1.5% |
| 7D | -4.1% | -4.1% | 0.0% | -4.1% |
| 30D | -4.5% | -18.1% | +13.6% | -4.3% |
| 3M | -2.5% | -12.3% | +9.8% | -2.4% |
| 6M | +14.1% | -18.6% | +32.7% | +14.1% |
| YTD | +12.6% | -34.1% | +46.7% | +12.7% |
| 1Y | +36.9% | -57.0% | +94.0% | +37.6% |
| 3Y | +53.1% | +185.7% | -132.6% | +50.6% |
| All | +96.6% | -24.7% | +121.2% | +93.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling