+282.5%
MNST vs SPMO
+572.4%
-289.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -1.4% |
| 7D | -6.5% | +2.0% | -8.5% | -7.5% |
| 30D | -7.2% | -0.4% | -6.9% | -7.3% |
| 3M | -1.0% | -1.9% | +0.9% | -1.6% |
| 6M | +11.5% | +25.0% | -13.6% | -4.2% |
| YTD | +14.3% | +26.0% | -11.7% | -2.5% |
| 1Y | +38.1% | +28.7% | +9.4% | +15.9% |
| 3Y | +55.0% | +160.9% | -105.9% | -22.7% |
| 5Y | +79.6% | +147.9% | -68.3% | -7.5% |
| 10Y | +241.8% | +518.9% | -277.1% | +5.9% |
| All | +282.5% | +572.4% | -289.9% | +14.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling