+30.8%
MSFT vs MNST
+27.5%
+3.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.9% | -1.7% | -3.5% |
| 7D | +1.1% | +3.2% | -2.1% | +1.2% |
| 30D | +1.3% | +10.6% | -9.3% | +1.4% |
| 3M | +10.2% | +1.3% | +8.9% | +9.8% |
| 6M | +30.8% | +26.2% | +4.6% | +32.9% |
| All | +30.8% | +27.5% | +3.3% | +32.9% |
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