-0.9%
BA vs MNST
+80.0%
-81.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.0% |
| 7D | +1.2% | -6.5% | +7.6% | +3.5% |
| 30D | -11.6% | -7.2% | -4.4% | -9.5% |
| 3M | -2.4% | -1.0% | -1.4% | -2.5% |
| 6M | -6.6% | +11.5% | -18.1% | -11.0% |
| YTD | -2.2% | +14.3% | -16.6% | -7.8% |
| 1Y | -8.0% | +38.1% | -46.1% | -19.6% |
| 3Y | -5.0% | +55.0% | -60.0% | -22.1% |
| All | -0.9% | +80.0% | -81.0% | -29.7% |
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 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