+194,626.5%
MNST vs SRE
+1,436.4%
+193,190.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -0.9% | -0.4% |
| 7D | -5.0% | -8.4% | +3.4% | -2.2% |
| 30D | +4.6% | -3.2% | +7.7% | +5.6% |
| 3M | +1.0% | -5.3% | +6.3% | +2.6% |
| 6M | +5.8% | -12.6% | +18.4% | +10.1% |
| YTD | +19.1% | -8.8% | +27.8% | +21.7% |
| 1Y | +30.9% | -13.4% | +44.3% | +36.1% |
| 3Y | +65.7% | +24.4% | +41.3% | +48.9% |
| 5Y | +99.0% | +47.3% | +51.6% | +66.9% |
| 10Y | +313.1% | +116.7% | +196.4% | +193.8% |
| All | +194,626.5% | +1,436.4% | +193,190.1% | +88,862.8% |
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