+28.7%
MSFT vs MNST
+19.0%
+9.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.4% | +3.4% | -0.9% |
| 7D | +1.7% | -3.4% | +5.1% | +1.8% |
| 30D | +0.2% | +6.6% | -6.5% | +0.4% |
| 3M | +6.4% | -2.9% | +9.2% | +6.2% |
| 6M | +28.7% | +18.4% | +10.3% | +30.8% |
| All | +28.7% | +19.0% | +9.7% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MNST.
Daily Out/Under-Performance
Portfolio return minus MNST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNST 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 6mo: compounded portfolio wealth divided by compounded MNST 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…
6mo analysis · Full analysis span regression · 6 months rolling