+37.2%
MNST vs SOXQ
+96.6%
-59.5%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.6% | +3.2% | +0.6% |
| 7D | -2.2% | +2.3% | -4.6% | -2.3% |
| 30D | -5.4% | -3.9% | -1.5% | -5.4% |
| 3M | -5.5% | -4.7% | -0.8% | -5.9% |
| 6M | +12.4% | +47.9% | -35.5% | +9.6% |
| YTD | +12.4% | +64.3% | -51.9% | +11.5% |
| 1Y | +37.2% | +95.7% | -58.5% | +45.3% |
| All | +37.2% | +96.6% | -59.5% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 1y: compounded portfolio wealth divided by compounded SOXQ 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…
1y analysis · Full analysis span regression · 6 months rolling