+240.4%
MNST vs SPXU
-99.5%
+339.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -1.1% |
| 7D | -4.1% | -1.5% | -2.6% | -4.4% |
| 30D | -4.5% | +3.7% | -8.2% | -3.6% |
| 3M | -2.5% | -9.6% | +7.1% | -4.6% |
| 6M | +14.1% | -32.4% | +46.5% | +4.4% |
| YTD | +12.6% | -28.7% | +41.2% | +4.5% |
| 1Y | +36.9% | -38.2% | +75.2% | +22.8% |
| 3Y | +53.1% | -80.4% | +133.5% | +6.0% |
| 5Y | +78.2% | -86.0% | +164.3% | +27.2% |
| 10Y | +240.4% | -99.5% | +339.9% | +21.5% |
| All | +240.4% | -99.5% | +339.9% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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