+50.4%
AMZN vs MNST
+101.2%
-50.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.2% | -1.0% |
| 7D | +2.8% | +1.6% | +1.2% | +2.3% |
| 30D | +5.0% | +5.1% | -0.1% | +3.1% |
| 3M | +0.6% | -0.5% | +1.0% | +0.5% |
| 6M | -1.3% | +8.1% | -9.4% | -4.8% |
| YTD | +15.5% | +21.2% | -5.7% | +5.7% |
| 1Y | +12.2% | +30.7% | -18.5% | -0.6% |
| 3Y | +87.0% | +67.3% | +19.7% | +44.6% |
| All | +50.4% | +101.2% | -50.8% | -4.1% |
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 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