+88.7%
AMZN vs MNST
+64.0%
+24.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.1% | +1.5% |
| 7D | +8.0% | -3.9% | +11.9% | +8.5% |
| 30D | +3.2% | +3.9% | -0.7% | +2.8% |
| 3M | -2.6% | -0.8% | -1.8% | -2.5% |
| 6M | -0.7% | +5.1% | -5.8% | -1.6% |
| YTD | +17.4% | +18.3% | -0.9% | +14.0% |
| 1Y | +9.0% | +29.5% | -20.4% | +4.7% |
| 3Y | +88.7% | +64.0% | +24.6% | +75.0% |
| All | +88.7% | +64.0% | +24.7% | +75.0% |
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