+14,754.4%
SPGI vs MNST
+598,486.6%
-583,732.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.8% |
| 7D | +2.6% | +3.2% | -0.6% | +2.4% |
| 30D | +19.3% | +10.6% | +8.7% | +18.7% |
| 3M | +15.5% | +1.3% | +14.2% | +15.4% |
| 6M | +18.3% | +26.2% | -7.9% | +16.9% |
| YTD | -3.8% | +24.8% | -28.6% | -5.0% |
| 1Y | +1.3% | +40.9% | -39.6% | -0.5% |
| 3Y | +33.6% | +72.2% | -38.6% | +29.7% |
| 5Y | +13.2% | +108.8% | -95.6% | +8.8% |
| 10Y | +346.3% | +324.4% | +21.9% | +317.0% |
| All | +14,754.4% | +598,486.6% | -583,732.2% | +11,703.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling