+141,733.1%
MSFT vs MNST
+572,080.2%
-430,347.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.4% | +3.4% | -0.8% |
| 7D | +1.7% | -3.4% | +5.1% | +1.8% |
| 30D | +0.2% | +6.6% | -6.5% | -0.1% |
| 3M | +6.4% | -2.9% | +9.2% | +6.5% |
| 6M | +28.7% | +18.4% | +10.3% | +27.6% |
| YTD | +10.4% | +19.3% | -8.9% | +9.4% |
| 1Y | +7.6% | +37.9% | -30.3% | +5.9% |
| 3Y | +52.3% | +62.9% | -10.6% | +48.5% |
| 5Y | +64.5% | +99.6% | -35.1% | +59.0% |
| 10Y | +917.8% | +305.7% | +612.1% | +860.4% |
| All | +141,733.1% | +572,080.2% | -430,347.1% | +133,374.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling