+64.1%
MNST vs SOXQ
+199.3%
-135.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +0.9% | +0.4% |
| 7D | -4.7% | +16.4% | -21.2% | -4.9% |
| 30D | +5.2% | -13.9% | +19.1% | +5.5% |
| 3M | -0.9% | -15.1% | +14.3% | -0.6% |
| 6M | +6.1% | -10.2% | +16.3% | +5.7% |
| YTD | +18.9% | +48.7% | -29.8% | +16.2% |
| 1Y | +29.3% | +48.9% | -19.6% | +26.3% |
| All | +64.1% | +199.3% | -135.2% | +46.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling