+16.4%
SOFI vs MNST
+81.5%
-65.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.4% | -0.4% |
| 7D | +5.6% | -4.1% | +9.7% | +7.7% |
| 30D | -2.0% | -4.5% | +2.5% | -0.2% |
| 3M | +9.2% | -2.5% | +11.6% | +9.5% |
| 6M | -4.7% | +14.1% | -18.8% | -12.6% |
| YTD | -31.2% | +12.6% | -43.8% | -37.0% |
| 1Y | -30.6% | +36.9% | -67.6% | -43.9% |
| 3Y | +110.6% | +53.1% | +57.5% | +55.4% |
| 5Y | +16.4% | +78.2% | -61.8% | -19.9% |
| All | +16.4% | +81.5% | -65.0% | -19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling