0.0%
SHOP vs MNST
+37.8%
-37.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.5% |
| 7D | -5.1% | -6.5% | +1.4% | -5.2% |
| 30D | +0.6% | -7.2% | +7.8% | +0.5% |
| 3M | +25.0% | -1.0% | +26.1% | +26.4% |
| 6M | +11.9% | +11.5% | +0.4% | +14.4% |
| YTD | -9.9% | +14.3% | -24.2% | -6.3% |
| 1Y | 0.0% | +38.1% | -38.2% | +8.4% |
| All | 0.0% | +37.8% | -37.9% | +8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling