+97.2%
MNST vs SPXU
-83.3%
+180.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -0.4% |
| 7D | -3.9% | +0.5% | -4.4% | -3.6% |
| 30D | +3.9% | +10.9% | -7.0% | +6.3% |
| 3M | -0.8% | +9.6% | -10.4% | +1.3% |
| 6M | +5.1% | -4.7% | +9.8% | +4.8% |
| YTD | +18.3% | -24.6% | +42.9% | +13.3% |
| 1Y | +29.5% | -24.7% | +54.2% | +24.2% |
| 3Y | +64.0% | -80.0% | +144.1% | +20.7% |
| 5Y | +97.2% | -83.5% | +180.7% | +57.9% |
| All | +97.2% | -83.3% | +180.5% | +57.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling