+79.7%
MNST vs SOXQ
+251.3%
-171.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.6% | +3.2% | +1.0% |
| 7D | -2.2% | +2.3% | -4.6% | -2.6% |
| 30D | -5.4% | -3.9% | -1.5% | -5.0% |
| 3M | -5.5% | -4.7% | -0.8% | -5.7% |
| 6M | +12.4% | +47.9% | -35.5% | +3.3% |
| YTD | +12.4% | +64.3% | -51.9% | +1.3% |
| 1Y | +37.2% | +95.7% | -58.5% | +19.0% |
| 3Y | +52.9% | +231.5% | -178.6% | +10.1% |
| 5Y | +79.7% | +255.0% | -175.3% | +22.3% |
| All | +79.7% | +251.3% | -171.6% | +22.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling