+84.2%
MNST vs SUI
-32.0%
+116.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.5% |
| 7D | -6.5% | -2.8% | -3.7% | -5.6% |
| 30D | -7.2% | -1.2% | -6.0% | -6.9% |
| 3M | -1.0% | -1.7% | +0.7% | -0.6% |
| 6M | +11.5% | -10.5% | +22.0% | +15.3% |
| YTD | +14.3% | -1.8% | +16.1% | +14.5% |
| 1Y | +38.1% | -4.1% | +42.2% | +39.3% |
| 3Y | +55.0% | +11.3% | +43.7% | +45.4% |
| All | +84.2% | -32.0% | +116.1% | +112.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling