+74.0%
SCHD vs MNST
+64.1%
+9.9%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | -0.5% | -6.9% | +6.3% | +0.7% |
| 30D | +8.3% | +3.7% | +4.6% | +7.7% |
| 3M | +5.9% | -0.3% | +6.2% | +5.9% |
| 6M | +15.3% | +5.1% | +10.2% | +14.2% |
| YTD | +34.5% | +18.4% | +16.1% | +30.2% |
| 1Y | +37.2% | +26.3% | +10.9% | +31.0% |
| All | +74.0% | +64.1% | +9.9% | +57.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling