+133,470.8%
MSFT vs MNST
+548,301.9%
-414,831.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.5% | -2.0% |
| 7D | -2.7% | -6.5% | +3.8% | -2.4% |
| 30D | +2.7% | -7.2% | +9.9% | +3.0% |
| 3M | +17.0% | -1.0% | +18.0% | +17.0% |
| 6M | +23.8% | +11.5% | +12.3% | +23.1% |
| YTD | +4.0% | +14.3% | -10.3% | +3.2% |
| 1Y | -0.8% | +38.1% | -38.9% | -2.4% |
| 3Y | +55.6% | +55.0% | +0.6% | +52.0% |
| 5Y | +72.9% | +79.6% | -6.7% | +67.9% |
| 10Y | +875.8% | +241.8% | +634.0% | +826.0% |
| All | +133,470.8% | +548,301.9% | -414,831.1% | +125,857.4% |
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