+245.6%
MNST vs SPG
+59.6%
+186.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.4% |
| 7D | -6.5% | -2.4% | -4.1% | -6.0% |
| 30D | -7.2% | -6.8% | -0.4% | -5.9% |
| 3M | -1.0% | +2.7% | -3.7% | -1.5% |
| 6M | +11.5% | +5.5% | +6.0% | +10.3% |
| YTD | +14.3% | +15.7% | -1.4% | +11.0% |
| 1Y | +38.1% | +20.9% | +17.3% | +32.9% |
| 3Y | +55.0% | +112.4% | -57.4% | +32.6% |
| 5Y | +79.6% | +101.4% | -21.7% | +54.1% |
| All | +245.6% | +59.6% | +186.0% | +252.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 10y: compounded portfolio wealth divided by compounded SPG 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…
10y analysis · Full analysis span regression · 6 months rolling