+37.3%
SOFI vs MNST
+97.3%
-60.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.2% | +3.5% | +3.4% |
| 7D | +0.9% | -5.0% | +5.9% | +3.3% |
| 30D | +6.0% | +4.6% | +1.4% | +3.4% |
| 3M | -8.9% | +1.0% | -9.9% | -10.0% |
| 6M | +6.3% | +5.8% | +0.6% | +1.9% |
| YTD | -36.0% | +19.1% | -55.1% | -43.4% |
| 1Y | -40.6% | +30.9% | -71.5% | -50.5% |
| 3Y | +144.5% | +65.7% | +78.8% | +70.5% |
| 5Y | -24.3% | +99.0% | -123.3% | -57.0% |
| All | +37.3% | +97.3% | -60.0% | -27.5% |
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