+158.6%
GE vs MNST
+328.4%
-169.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | +4.0% | -6.9% | +10.9% | +6.4% |
| 30D | +11.1% | +3.7% | +7.3% | +9.5% |
| 3M | -6.7% | -0.3% | -6.4% | -6.9% |
| 6M | +14.3% | +5.1% | +9.2% | +11.8% |
| YTD | +11.7% | +18.4% | -6.7% | +4.4% |
| 1Y | +10.9% | +26.3% | -15.4% | +1.3% |
| 3Y | +279.0% | +64.3% | +214.7% | +210.3% |
| 5Y | +427.0% | +96.8% | +330.2% | +296.6% |
| 10Y | +158.6% | +333.2% | -174.6% | +63.4% |
| All | +158.6% | +328.4% | -169.8% | +63.4% |
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