-49.3%
MSTR vs MNST
+29.9%
-79.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.7% | -2.9% | -3.5% |
| 7D | -10.7% | -3.9% | -6.8% | -10.3% |
| 30D | -21.6% | +3.9% | -25.5% | -21.9% |
| 3M | +24.4% | -0.8% | +25.2% | +24.0% |
| 6M | -35.5% | +5.1% | -40.5% | -36.6% |
| YTD | -20.3% | +18.3% | -38.6% | -26.1% |
| 1Y | -49.3% | +29.5% | -78.8% | -51.7% |
| All | -49.3% | +29.9% | -79.2% | -51.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling