+54.7%
MNST vs SPXU
-81.1%
+135.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -0.4% |
| 7D | -6.5% | -0.1% | -6.4% | -6.5% |
| 30D | -7.2% | +0.8% | -8.0% | -7.1% |
| 3M | -1.0% | -4.7% | +3.7% | -1.3% |
| 6M | +11.5% | -29.6% | +41.1% | +7.4% |
| YTD | +14.3% | -29.9% | +44.2% | +10.1% |
| 1Y | +38.1% | -39.1% | +77.2% | +31.0% |
| All | +54.7% | -81.1% | +135.8% | +23.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling