+313.1%
MNST vs SRE
+110.3%
+202.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -0.9% | -0.4% |
| 7D | -5.0% | -8.4% | +3.4% | -2.3% |
| 30D | +4.6% | -3.2% | +7.7% | +5.6% |
| 3M | +1.0% | -5.3% | +6.3% | +2.5% |
| 6M | +5.8% | -12.6% | +18.4% | +10.0% |
| YTD | +19.1% | -8.8% | +27.8% | +21.6% |
| 1Y | +30.9% | -13.4% | +44.3% | +35.9% |
| 3Y | +65.7% | +24.4% | +41.3% | +47.5% |
| 5Y | +99.0% | +47.3% | +51.6% | +64.0% |
| 10Y | +313.1% | +116.7% | +196.4% | +178.3% |
| All | +313.1% | +110.3% | +202.8% | +178.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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