+308.8%
SPOT vs MNST
+224.2%
+84.6%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.3% | +0.4% |
| 7D | -3.0% | -6.9% | +3.9% | -0.2% |
| 30D | +15.2% | +3.7% | +11.4% | +13.6% |
| 3M | +21.6% | -0.3% | +21.9% | +21.7% |
| 6M | +45.2% | +5.1% | +40.1% | +42.0% |
| YTD | +4.9% | +18.4% | -13.5% | -3.4% |
| 1Y | -4.8% | +26.3% | -31.0% | -14.7% |
| 3Y | +256.3% | +64.3% | +192.0% | +176.9% |
| 5Y | +120.2% | +96.8% | +23.4% | +54.7% |
| All | +308.8% | +224.2% | +84.6% | +131.6% |
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