+566.6%
SCHD vs MNST
+1,050.4%
-483.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | -0.3% | -6.5% | +6.2% | +1.2% |
| 30D | +3.4% | -7.2% | +10.7% | +5.1% |
| 3M | +7.6% | -1.0% | +8.6% | +7.7% |
| 6M | +12.2% | +11.5% | +0.7% | +9.0% |
| YTD | +29.0% | +14.3% | +14.7% | +24.5% |
| 1Y | +30.3% | +38.1% | -7.8% | +20.3% |
| 3Y | +56.1% | +55.0% | +1.2% | +39.3% |
| 5Y | +60.4% | +79.6% | -19.2% | +37.2% |
| 10Y | +241.3% | +241.8% | -0.5% | +157.4% |
| All | +566.6% | +1,050.4% | -483.8% | +311.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling