+186,861.3%
MNST vs SRE
+1,525.5%
+185,335.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -6.5% | -0.3% | -6.2% | -6.4% |
| 30D | -7.2% | -0.7% | -6.5% | -7.1% |
| 3M | -1.0% | -6.3% | +5.3% | +0.9% |
| 6M | +11.5% | -10.7% | +22.1% | +15.2% |
| YTD | +14.3% | -3.5% | +17.8% | +14.9% |
| 1Y | +38.1% | +5.3% | +32.8% | +34.5% |
| 3Y | +55.0% | +31.8% | +23.2% | +36.6% |
| 5Y | +79.6% | +47.4% | +32.3% | +50.9% |
| 10Y | +241.8% | +120.6% | +121.2% | +141.7% |
| All | +186,861.3% | +1,525.5% | +185,335.8% | +83,861.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling