+248.4%
MNST vs SSNC
+162.7%
+85.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.3% |
| 7D | -3.6% | -3.9% | +0.3% | -2.3% |
| 30D | -6.3% | -0.2% | -6.1% | -6.3% |
| 3M | -5.0% | +15.9% | -20.9% | -10.0% |
| 6M | +13.1% | +7.5% | +5.7% | +9.6% |
| YTD | +11.8% | -8.2% | +20.0% | +13.8% |
| 1Y | +35.2% | -9.3% | +44.6% | +38.1% |
| 3Y | +52.0% | +48.5% | +3.5% | +27.4% |
| 5Y | +77.9% | +16.0% | +61.8% | +61.4% |
| 10Y | +248.4% | +169.2% | +79.2% | +143.9% |
| All | +248.4% | +162.7% | +85.7% | +143.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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