-3.0%
FERG vs MNST
+38.5%
-41.4%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.7% |
| 7D | +3.4% | -4.1% | +7.5% | +3.9% |
| 30D | -11.5% | -4.5% | -7.0% | -11.1% |
| 3M | +1.3% | -2.5% | +3.7% | +1.2% |
| 6M | -1.0% | +14.1% | -15.1% | -4.0% |
| YTD | +3.2% | +12.6% | -9.3% | +1.0% |
| 1Y | -3.0% | +36.9% | -39.9% | -7.3% |
| All | -3.0% | +38.5% | -41.4% | -7.3% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling