+45.8%
MNST vs SWKS
+14.2%
+31.6%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.9% | +6.2% | +3.4% |
| 7D | +6.8% | -4.9% | +11.7% | +6.8% |
| 30D | +12.0% | -1.2% | +13.2% | +12.0% |
| 3M | +3.5% | +24.2% | -20.6% | +3.1% |
| 6M | +29.7% | +21.5% | +8.2% | +27.7% |
| YTD | +27.2% | +33.5% | -6.3% | +24.4% |
| 1Y | +45.8% | +18.9% | +26.9% | +41.5% |
| All | +45.8% | +14.2% | +31.6% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 1y: compounded portfolio wealth divided by compounded SWKS 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…
1y analysis · Full analysis span regression · 6 months rolling