+243.1%
SCHD vs MNST
+241.5%
+1.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.7% |
| 7D | -2.6% | -3.6% | +0.9% | -1.5% |
| 30D | -0.3% | -6.3% | +6.0% | +1.7% |
| 3M | +6.1% | -5.0% | +11.0% | +7.6% |
| 6M | +11.7% | +13.1% | -1.4% | +6.4% |
| YTD | +26.3% | +11.8% | +14.6% | +20.5% |
| 1Y | +28.8% | +35.2% | -6.5% | +14.6% |
| 3Y | +55.0% | +52.0% | +3.0% | +30.3% |
| 5Y | +60.0% | +77.9% | -17.8% | +24.6% |
| 10Y | +243.1% | +248.4% | -5.3% | +118.6% |
| All | +243.1% | +241.5% | +1.7% | +118.6% |
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