+710.1%
BX vs MNST
+316.3%
+393.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.2% | +4.0% | +3.9% |
| 7D | +3.3% | -5.0% | +8.2% | +5.8% |
| 30D | +9.6% | +4.6% | +5.0% | +7.4% |
| 3M | -8.7% | +1.0% | -9.7% | -9.2% |
| 6M | +2.2% | +5.8% | -3.6% | -1.0% |
| YTD | -16.2% | +19.1% | -35.3% | -24.3% |
| 1Y | -11.5% | +30.9% | -42.4% | -24.0% |
| 3Y | +41.0% | +65.7% | -24.7% | +4.3% |
| 5Y | +1.1% | +99.0% | -97.9% | -33.2% |
| 10Y | +710.1% | +313.1% | +397.1% | +346.4% |
| All | +710.1% | +316.3% | +393.8% | +346.4% |
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