+2.9%
SPGI vs MNST
+45.8%
-42.9%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.3% | 0.0% | +3.0% |
| 7D | +7.2% | +6.8% | +0.4% | +6.5% |
| 30D | +23.2% | +12.0% | +11.2% | +21.9% |
| 3M | +17.0% | +3.5% | +13.5% | +16.2% |
| 6M | +20.4% | +29.7% | -9.2% | +21.7% |
| YTD | -1.9% | +27.2% | -29.1% | -1.4% |
| 1Y | +2.9% | +45.8% | -42.9% | +0.8% |
| All | +2.9% | +45.8% | -42.9% | +0.8% |
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