+52,550.4%
SCHW vs MNST
+548,301.9%
-495,751.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | -0.8% | -6.5% | +5.7% | -0.3% |
| 30D | +1.5% | -7.2% | +8.7% | +2.0% |
| 3M | +24.6% | -1.0% | +25.6% | +24.6% |
| 6M | +14.5% | +11.5% | +3.1% | +13.4% |
| YTD | +10.5% | +14.3% | -3.8% | +9.2% |
| 1Y | +13.4% | +38.1% | -24.8% | +10.4% |
| 3Y | +88.3% | +55.0% | +33.3% | +81.3% |
| 5Y | +62.1% | +79.6% | -17.5% | +54.2% |
| 10Y | +297.3% | +241.8% | +55.5% | +260.9% |
| All | +52,550.4% | +548,301.9% | -495,751.5% | +28,775.3% |
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