+38.8%
BMY vs MNST
+29.9%
+8.9%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.7% | +1.2% |
| 7D | +1.8% | -3.9% | +5.7% | +2.6% |
| 30D | +6.2% | +3.9% | +2.3% | +5.9% |
| 3M | -2.1% | -0.8% | -1.3% | -1.9% |
| 6M | +14.3% | +5.1% | +9.2% | +13.6% |
| YTD | +21.6% | +18.3% | +3.3% | +16.9% |
| 1Y | +38.8% | +29.5% | +9.3% | +27.2% |
| All | +38.8% | +29.9% | +8.9% | +27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling