+13.2%
SYK vs MNST
+68.0%
-54.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.0% | -2.8% | -1.2% |
| 7D | -5.0% | +1.6% | -6.6% | -5.3% |
| 30D | +9.9% | +5.1% | +4.9% | +9.2% |
| 3M | -8.9% | -0.5% | -8.5% | -8.9% |
| 6M | +3.1% | +8.1% | -5.0% | +2.1% |
| YTD | -11.1% | +21.2% | -32.3% | -13.6% |
| 1Y | -16.2% | +30.7% | -46.9% | -19.5% |
| 3Y | +13.2% | +67.3% | -54.1% | +4.6% |
| All | +13.2% | +68.0% | -54.8% | +4.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling