+103.7%
SOXX vs MNST
+36.9%
+66.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -2.8% |
| 7D | +3.0% | -2.2% | +5.3% | +3.1% |
| 30D | -3.1% | -5.4% | +2.2% | -3.0% |
| 3M | -4.4% | -5.5% | +1.1% | -4.6% |
| 6M | +52.9% | +12.4% | +40.5% | +45.2% |
| YTD | +72.0% | +12.4% | +59.6% | +65.7% |
| All | +103.7% | +36.9% | +66.8% | +112.9% |
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