+84.2%
MNST vs SSNC
+21.4%
+62.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.3% |
| 7D | -6.5% | +0.6% | -7.1% | -6.7% |
| 30D | -7.2% | +6.0% | -13.3% | -8.8% |
| 3M | -1.0% | +21.0% | -22.0% | -6.7% |
| 6M | +11.5% | +12.1% | -0.6% | +7.4% |
| YTD | +14.3% | -3.2% | +17.5% | +15.2% |
| 1Y | +38.1% | -4.4% | +42.5% | +39.6% |
| 3Y | +55.0% | +51.6% | +3.4% | +28.2% |
| All | +84.2% | +21.4% | +62.7% | +72.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling