+144.5%
SOFI vs MNST
+63.0%
+81.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.2% | +3.5% | +3.4% |
| 7D | +0.9% | -5.0% | +5.9% | +1.7% |
| 30D | +6.0% | +4.6% | +1.4% | +5.2% |
| 3M | -8.9% | +1.0% | -9.9% | -9.2% |
| 6M | +6.3% | +5.8% | +0.6% | +4.8% |
| YTD | -36.0% | +19.1% | -55.1% | -38.9% |
| 1Y | -40.6% | +30.9% | -71.5% | -44.8% |
| 3Y | +144.5% | +65.7% | +78.8% | +121.1% |
| All | +144.5% | +63.0% | +81.5% | +121.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling