+8,659.4%
SHOP vs MNST
+320.9%
+8,338.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.4% | +8.0% | +5.9% |
| 7D | -5.4% | -3.4% | -2.0% | -3.7% |
| 30D | -10.3% | +6.6% | -16.9% | -13.4% |
| 3M | +1.0% | -2.9% | +3.9% | +2.1% |
| 6M | +41.2% | +18.4% | +22.8% | +27.6% |
| YTD | -7.5% | +19.3% | -26.8% | -17.7% |
| 1Y | -4.6% | +37.9% | -42.5% | -22.1% |
| 3Y | +146.4% | +62.9% | +83.5% | +76.7% |
| 5Y | -2.5% | +99.6% | -102.1% | -37.9% |
| 10Y | +3,703.6% | +305.7% | +3,397.9% | +1,657.4% |
| All | +8,659.4% | +320.9% | +8,338.5% | +4,236.4% |
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 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