+78.2%
MNST vs SPYG
+84.3%
-6.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPYG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.3% |
| 7D | -4.1% | +1.2% | -5.3% | -4.6% |
| 30D | -4.5% | -1.6% | -2.9% | -3.9% |
| 3M | -2.5% | +3.4% | -5.8% | -4.1% |
| 6M | +14.1% | +18.9% | -4.8% | +5.7% |
| YTD | +12.6% | +13.8% | -1.2% | +6.0% |
| 1Y | +36.9% | +20.6% | +16.3% | +25.2% |
| 3Y | +53.1% | +100.5% | -47.4% | +3.2% |
| 5Y | +78.2% | +84.6% | -6.4% | +25.3% |
| All | +78.2% | +84.3% | -6.1% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPYG.
Daily Out/Under-Performance
Portfolio return minus SPYG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPYG 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 SPYG 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