+20.7%
XLK vs MNST
+45.8%
-25.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.3% | -3.3% | 0.0% |
| 7D | -7.6% | +6.8% | -14.4% | -7.6% |
| 30D | -12.2% | +12.0% | -24.2% | -12.3% |
| 3M | -5.5% | +3.5% | -9.0% | -5.3% |
| 6M | +9.2% | +29.7% | -20.5% | +5.1% |
| YTD | +23.0% | +27.2% | -4.1% | +18.0% |
| 1Y | +20.7% | +45.8% | -25.1% | +16.1% |
| All | +20.7% | +45.8% | -25.1% | +16.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling