+42.0%
SOFI vs MNST
+85.2%
-43.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.7% | -3.1% | -3.4% |
| 7D | -2.9% | -3.6% | +0.7% | -1.1% |
| 30D | -4.4% | -6.3% | +1.9% | -1.6% |
| 3M | +5.2% | -5.0% | +10.2% | +7.0% |
| 6M | -7.8% | +13.1% | -20.9% | -15.3% |
| YTD | -33.8% | +11.8% | -45.6% | -39.3% |
| 1Y | -33.3% | +35.2% | -68.5% | -46.0% |
| 3Y | +102.7% | +52.0% | +50.7% | +48.7% |
| 5Y | +10.5% | +77.9% | -67.4% | -32.5% |
| All | +42.0% | +85.2% | -43.2% | -22.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling