+84.6%
MNST vs SOXQ
+288.7%
-204.1%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -1.7% |
| 7D | -4.1% | +5.3% | -9.4% | -4.8% |
| 30D | -4.5% | -3.7% | -0.8% | -4.1% |
| 3M | -2.5% | -7.8% | +5.4% | -2.1% |
| 6M | +14.1% | +58.4% | -44.2% | +3.9% |
| YTD | +12.6% | +68.1% | -55.6% | +1.2% |
| 1Y | +36.9% | +105.4% | -68.4% | +18.0% |
| 3Y | +53.1% | +239.2% | -186.1% | +10.3% |
| 5Y | +78.2% | +266.9% | -188.7% | +22.4% |
| All | +84.6% | +288.7% | -204.1% | +25.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling