+598,486.6%
MNST vs SWKS
+9,124.1%
+589,362.5%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.2% | -1.7% |
| 7D | +3.2% | -9.2% | +12.4% | +3.9% |
| 30D | +10.6% | -1.9% | +12.5% | +10.7% |
| 3M | +1.3% | +21.2% | -20.0% | -0.5% |
| 6M | +26.2% | +12.9% | +13.3% | +24.2% |
| YTD | +24.8% | +30.7% | -6.0% | +21.2% |
| 1Y | +40.9% | +14.1% | +26.8% | +38.2% |
| 3Y | +72.2% | -1.7% | +73.9% | +68.3% |
| 5Y | +108.8% | -43.0% | +151.8% | +111.1% |
| 10Y | +324.4% | +34.3% | +290.1% | +300.8% |
| All | +598,486.6% | +9,124.1% | +589,362.5% | +513,275.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling