+46.2%
MNTK vs SPY
+14.6%
+31.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.6% | +5.3% |
| 7D | +18.2% | -0.7% | +18.9% | +19.3% |
| 30D | -8.6% | -1.0% | -7.6% | -7.4% |
| 3M | +56.5% | -0.3% | +56.8% | +57.6% |
| 6M | +94.2% | +7.3% | +86.8% | +82.6% |
| YTD | +59.3% | +13.3% | +46.0% | +44.3% |
| 1Y | +46.2% | +14.8% | +31.4% | +27.9% |
| All | +46.2% | +14.6% | +31.5% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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