+517.9%
QQQ vs MNST
+316.3%
+201.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.6% |
| 7D | -0.3% | -5.0% | +4.7% | +1.7% |
| 30D | -9.6% | +4.6% | -14.2% | -11.4% |
| 3M | -5.9% | +1.0% | -7.0% | -6.9% |
| 6M | -4.3% | +5.8% | -10.1% | -7.4% |
| YTD | +11.0% | +19.1% | -8.1% | +1.3% |
| 1Y | +11.9% | +30.9% | -19.0% | -2.0% |
| 3Y | +86.7% | +65.7% | +21.0% | +43.3% |
| 5Y | +77.1% | +99.0% | -21.9% | +22.4% |
| 10Y | +517.9% | +313.1% | +204.8% | +240.3% |
| All | +517.9% | +316.3% | +201.6% | +240.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling