+251.7%
BAC vs MNST
+316.3%
-64.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.5% | +2.3% |
| 7D | +2.0% | -5.0% | +6.9% | +3.8% |
| 30D | -6.9% | +4.6% | -11.5% | -8.5% |
| 3M | -19.6% | +1.0% | -20.6% | -20.1% |
| 6M | -0.5% | +5.8% | -6.2% | -3.0% |
| YTD | -6.6% | +19.1% | -25.7% | -13.6% |
| 1Y | -3.0% | +30.9% | -33.9% | -13.5% |
| 3Y | +97.3% | +65.7% | +31.6% | +56.8% |
| 5Y | +21.9% | +99.0% | -77.1% | -12.5% |
| 10Y | +251.7% | +313.1% | -61.4% | +114.2% |
| All | +251.7% | +316.3% | -64.7% | +114.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling