+19.6%
XLK vs MNST
+29.3%
-9.6%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.1% | +3.2% |
| 7D | -1.2% | -6.9% | +5.7% | -1.2% |
| 30D | -11.2% | +3.7% | -15.0% | -11.3% |
| 3M | -6.2% | -0.3% | -5.9% | -6.3% |
| 6M | -1.7% | +5.1% | -6.8% | -3.0% |
| YTD | +21.5% | +18.4% | +3.1% | +16.5% |
| 1Y | +19.6% | +26.3% | -6.6% | +16.1% |
| All | +19.6% | +29.3% | -9.6% | +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