-1.7%
SOFI vs MNST
+6.0%
-7.7%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.4% | -4.3% | -3.9% |
| 7D | -2.6% | -4.7% | +2.2% | -3.2% |
| 30D | +2.6% | +5.2% | -2.7% | +3.6% |
| 3M | -12.9% | -0.9% | -12.0% | -13.0% |
| 6M | -1.7% | +6.1% | -7.8% | +3.4% |
| All | -1.7% | +6.0% | -7.7% | +3.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling