+94.6%
QQQ vs MNST
+84.3%
+10.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | +0.4% | -6.5% | +6.8% | +2.6% |
| 30D | +0.2% | -7.2% | +7.5% | +2.5% |
| 3M | -2.8% | -1.0% | -1.8% | -3.0% |
| 6M | +18.0% | +11.5% | +6.5% | +12.4% |
| YTD | +17.3% | +14.3% | +3.0% | +10.4% |
| 1Y | +25.6% | +38.1% | -12.5% | +9.2% |
| 3Y | +93.7% | +55.0% | +38.8% | +58.6% |
| All | +94.6% | +84.3% | +10.3% | +45.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling