+113.9%
SOXX vs MNST
+37.8%
+76.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.5% |
| 7D | +2.2% | -6.5% | +8.7% | +2.5% |
| 30D | -2.0% | -7.2% | +5.2% | -1.6% |
| 3M | -13.7% | -1.0% | -12.7% | -14.4% |
| 6M | +52.4% | +11.5% | +40.9% | +44.2% |
| YTD | +72.8% | +14.3% | +58.5% | +66.6% |
| 1Y | +113.9% | +38.1% | +75.8% | +123.7% |
| All | +113.9% | +37.8% | +76.1% | +123.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling