+559.1%
AMZN vs MNST
+241.8%
+317.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.1% |
| 7D | -3.0% | -6.5% | +3.5% | -0.4% |
| 30D | -5.2% | -7.2% | +2.0% | -2.5% |
| 3M | +1.9% | -1.0% | +2.9% | +1.7% |
| 6M | +19.2% | +11.5% | +7.7% | +12.8% |
| YTD | +12.0% | +14.3% | -2.3% | +4.5% |
| 1Y | +9.7% | +38.1% | -28.4% | -6.1% |
| 3Y | +87.2% | +55.0% | +32.2% | +48.8% |
| 5Y | +48.7% | +79.6% | -31.0% | +8.9% |
| All | +559.1% | +241.8% | +317.3% | +297.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling