+610,000.3%
MNST vs SWK
+1,585.9%
+608,414.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +13.1% | -9.8% | +0.2% |
| 7D | +6.8% | +17.9% | -11.1% | +2.5% |
| 30D | +12.0% | +31.9% | -19.9% | +4.6% |
| 3M | +3.5% | +16.6% | -13.0% | -0.5% |
| 6M | +29.7% | +61.1% | -31.5% | +14.8% |
| YTD | +27.2% | +64.2% | -37.0% | +11.3% |
| 1Y | +45.8% | +85.2% | -39.4% | +23.7% |
| 3Y | +75.5% | +50.2% | +25.3% | +50.8% |
| 5Y | +122.1% | -22.8% | +144.9% | +120.2% |
| 10Y | +332.6% | +35.8% | +296.8% | +256.7% |
| All | +610,000.3% | +1,585.9% | +608,414.4% | +244,175.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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