+79.1%
MNST vs SPMO
+149.5%
-70.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.7% |
| 7D | -4.1% | +3.4% | -7.5% | -5.2% |
| 30D | -4.5% | +0.5% | -5.0% | -4.8% |
| 3M | -2.5% | +1.9% | -4.4% | -4.1% |
| 6M | +14.1% | +27.8% | -13.7% | +1.9% |
| YTD | +12.6% | +26.7% | -14.1% | +0.6% |
| 1Y | +36.9% | +28.9% | +8.0% | +21.1% |
| 3Y | +53.1% | +160.7% | -107.6% | -14.8% |
| All | +79.1% | +149.5% | -70.3% | +2.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling