+1,507.2%
SOXX vs MNST
+251.4%
+1,255.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -3.0% |
| 7D | +3.0% | -2.2% | +5.3% | +4.1% |
| 30D | -3.1% | -5.4% | +2.2% | -1.0% |
| 3M | -4.4% | -5.5% | +1.1% | -2.7% |
| 6M | +52.9% | +12.4% | +40.5% | +42.3% |
| YTD | +72.0% | +12.4% | +59.6% | +59.6% |
| 1Y | +105.1% | +37.2% | +67.9% | +71.0% |
| 3Y | +220.6% | +52.9% | +167.7% | +145.4% |
| 5Y | +244.8% | +79.7% | +165.1% | +137.4% |
| All | +1,507.2% | +251.4% | +1,255.8% | +777.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling