+338.6%
SPGI vs MNST
+328.4%
+10.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.2% | +0.3% |
| 7D | -1.4% | -6.9% | +5.5% | +1.5% |
| 30D | +15.3% | +3.7% | +11.5% | +13.5% |
| 3M | +16.5% | -0.3% | +16.8% | +16.5% |
| 6M | +19.8% | +5.1% | +14.8% | +17.1% |
| YTD | -3.2% | +18.4% | -21.7% | -11.2% |
| 1Y | +1.8% | +26.3% | -24.5% | -9.3% |
| 3Y | +30.6% | +64.3% | -33.7% | +1.2% |
| 5Y | +16.0% | +96.8% | -80.8% | -18.8% |
| 10Y | +338.6% | +333.2% | +5.4% | +143.2% |
| All | +338.6% | +328.4% | +10.2% | +143.2% |
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 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