+62.9%
MNST vs SUI
+15.1%
+47.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.5% | -3.0% | -4.0% |
| 7D | -3.4% | +6.2% | -9.6% | -4.9% |
| 30D | +6.6% | +8.6% | -2.0% | +4.4% |
| 3M | -2.9% | +1.0% | -3.9% | -3.2% |
| 6M | +18.4% | -2.6% | +21.0% | +18.8% |
| YTD | +19.3% | -0.1% | +19.4% | +18.9% |
| 1Y | +37.9% | +0.5% | +37.4% | +37.2% |
| 3Y | +62.9% | +15.3% | +47.6% | +58.3% |
| All | +62.9% | +15.1% | +47.7% | +58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 3y: compounded portfolio wealth divided by compounded SUI 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…
3y analysis · Full analysis span regression · 6 months rolling