+49.3%
AMZN vs MNST
+101.0%
-51.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.2% | +3.1% | +3.0% |
| 7D | +8.7% | -5.0% | +13.6% | +10.6% |
| 30D | +1.7% | +4.6% | -2.9% | 0.0% |
| 3M | -2.8% | +1.0% | -3.8% | -3.4% |
| 6M | -2.1% | +5.8% | -7.9% | -4.9% |
| YTD | +15.6% | +19.1% | -3.4% | +6.5% |
| 1Y | +9.2% | +30.9% | -21.7% | -3.5% |
| 3Y | +89.9% | +65.7% | +24.1% | +46.9% |
| 5Y | +49.3% | +99.0% | -49.7% | -4.3% |
| All | +49.3% | +101.0% | -51.7% | -4.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling