+37.8%
XLK vs MNST
+36.6%
+1.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.4% |
| 7D | -0.4% | -2.2% | +1.8% | -0.4% |
| 30D | -0.5% | -5.4% | +4.9% | -0.5% |
| 3M | +5.0% | -5.5% | +10.5% | +4.8% |
| 6M | +32.9% | +12.4% | +20.5% | +29.6% |
| YTD | +29.0% | +12.4% | +16.6% | +26.4% |
| 1Y | +37.8% | +37.2% | +0.7% | +42.4% |
| All | +37.8% | +36.6% | +1.3% | +42.4% |
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