+113.0%
SPOT vs MNST
+80.0%
+32.9%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.9% |
| 7D | -0.9% | -6.5% | +5.6% | +1.5% |
| 30D | +12.5% | -7.2% | +19.7% | +15.6% |
| 3M | +9.9% | -1.0% | +10.9% | +10.1% |
| 6M | +1.6% | +11.5% | -9.9% | -3.5% |
| YTD | -6.6% | +14.3% | -20.9% | -12.6% |
| 1Y | -22.9% | +38.1% | -61.1% | -34.4% |
| 3Y | +244.3% | +55.0% | +189.3% | +173.2% |
| All | +113.0% | +80.0% | +32.9% | +42.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling