+60.3%
SCHD vs MNST
+78.6%
-18.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | -3.1% | -2.2% | -0.9% | -2.6% |
| 30D | -0.8% | -5.4% | +4.5% | +0.5% |
| 3M | +6.2% | -5.5% | +11.7% | +7.5% |
| 6M | +11.8% | +12.4% | -0.5% | +7.9% |
| YTD | +26.0% | +12.4% | +13.6% | +21.3% |
| 1Y | +28.1% | +37.2% | -9.0% | +16.3% |
| 3Y | +54.6% | +52.9% | +1.7% | +34.8% |
| 5Y | +60.3% | +79.7% | -19.4% | +31.4% |
| All | +60.3% | +78.6% | -18.3% | +31.4% |
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 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