+99.8%
MNST vs TECH
-41.0%
+140.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +1.9% |
| 7D | +1.6% | +0.1% | +1.5% | +1.6% |
| 30D | +5.1% | +0.5% | +4.5% | +5.0% |
| 3M | -0.5% | +1.1% | -1.6% | -0.6% |
| 6M | +8.1% | +62.8% | -54.7% | +0.5% |
| YTD | +21.2% | +24.5% | -3.3% | +16.1% |
| 1Y | +30.7% | +20.6% | +10.1% | +25.8% |
| 3Y | +67.3% | +29.5% | +37.8% | +50.7% |
| All | +99.8% | -41.0% | +140.8% | +121.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling