+297.8%
MNST vs SPMO
+504.7%
-206.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -4.7% | +9.8% | -14.5% | -9.4% |
| 30D | +5.2% | -9.2% | +14.4% | +10.0% |
| 3M | -0.9% | -11.0% | +10.1% | +4.3% |
| 6M | +6.1% | -6.6% | +12.8% | +6.9% |
| YTD | +18.9% | +13.3% | +5.5% | +6.4% |
| 1Y | +29.3% | +12.7% | +16.7% | +16.0% |
| 3Y | +64.9% | +127.5% | -62.6% | -11.7% |
| 5Y | +98.0% | +117.4% | -19.4% | +9.1% |
| 10Y | +334.8% | +469.5% | -134.7% | +40.1% |
| All | +297.8% | +504.7% | -206.9% | +24.9% |
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