+240.4%
MNST vs TECH
+178.6%
+61.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.4% | -1.5% |
| 7D | -4.1% | +0.2% | -4.3% | -4.1% |
| 30D | -4.5% | +0.1% | -4.6% | -4.5% |
| 3M | -2.5% | +37.5% | -39.9% | -9.4% |
| 6M | +14.1% | +34.6% | -20.4% | +4.9% |
| YTD | +12.6% | +23.5% | -10.9% | +5.2% |
| 1Y | +36.9% | +34.4% | +2.5% | +24.3% |
| 3Y | +53.1% | +2.3% | +50.8% | +43.3% |
| 5Y | +78.2% | -41.7% | +120.0% | +96.2% |
| 10Y | +240.4% | +177.6% | +62.8% | +122.1% |
| All | +240.4% | +178.6% | +61.7% | +122.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling