+226.8%
SOXX vs MNST
+53.9%
+172.9%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.1% | +1.8% |
| 7D | +1.4% | -1.0% | +2.3% | +1.5% |
| 30D | -3.6% | -5.6% | +2.0% | -3.0% |
| 3M | -10.2% | -5.7% | -4.5% | -9.8% |
| 6M | +54.2% | +12.0% | +42.3% | +49.6% |
| YTD | +75.2% | +13.2% | +62.0% | +69.7% |
| 1Y | +107.5% | +36.1% | +71.5% | +96.5% |
| 3Y | +226.8% | +52.9% | +173.9% | +219.2% |
| All | +226.8% | +53.9% | +172.9% | +219.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling