-10.6%
BA vs MNST
+72.2%
-82.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.7% | -2.2% |
| 7D | -0.1% | +3.2% | -3.3% | -0.6% |
| 30D | -9.1% | +10.6% | -19.7% | -10.6% |
| 3M | -28.2% | +1.3% | -29.5% | -28.5% |
| 6M | -23.1% | +26.2% | -49.3% | -26.2% |
| YTD | -20.6% | +24.8% | -45.3% | -23.7% |
| 1Y | -12.7% | +40.9% | -53.7% | -17.2% |
| All | -10.6% | +72.2% | -82.8% | -14.7% |
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