+33.4%
SOFI vs MNST
+96.3%
-62.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.7% |
| 7D | -6.4% | -6.9% | +0.5% | -3.2% |
| 30D | +6.8% | +3.7% | +3.1% | +4.6% |
| 3M | -9.5% | -0.3% | -9.2% | -10.1% |
| 6M | +0.1% | +5.1% | -5.0% | -3.8% |
| YTD | -37.9% | +18.4% | -56.3% | -44.9% |
| 1Y | -47.4% | +26.3% | -73.7% | -55.2% |
| 3Y | +134.4% | +64.3% | +70.2% | +64.3% |
| 5Y | -29.2% | +96.8% | -126.0% | -59.5% |
| All | +33.4% | +96.3% | -62.9% | -29.4% |
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 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