+53.1%
MNST vs SPMO
+161.5%
-108.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.6% |
| 7D | -4.1% | +3.4% | -7.5% | -4.5% |
| 30D | -4.5% | +0.5% | -5.0% | -4.6% |
| 3M | -2.5% | +1.9% | -4.4% | -3.2% |
| 6M | +14.1% | +27.8% | -13.7% | +8.3% |
| YTD | +12.6% | +26.7% | -14.1% | +6.9% |
| 1Y | +36.9% | +28.9% | +8.0% | +29.4% |
| 3Y | +53.1% | +160.7% | -107.6% | +8.7% |
| All | +53.1% | +161.5% | -108.5% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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