+1,749.1%
BMY vs MNST
+548,301.9%
-546,552.8%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.8% |
| 7D | +0.4% | -6.5% | +6.8% | +0.6% |
| 30D | +5.0% | -7.2% | +12.2% | +5.3% |
| 3M | +19.4% | -1.0% | +20.4% | +19.4% |
| 6M | +9.5% | +11.5% | -2.0% | +9.0% |
| YTD | +28.1% | +14.3% | +13.8% | +27.4% |
| 1Y | +50.0% | +38.1% | +11.9% | +48.2% |
| 3Y | +24.1% | +55.0% | -30.9% | +22.0% |
| 5Y | +25.0% | +79.6% | -54.6% | +22.1% |
| 10Y | +68.7% | +241.8% | -173.1% | +61.2% |
| All | +1,749.1% | +548,301.9% | -546,552.8% | +1,348.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling