+22.7%
GE vs MNST
+40.6%
-17.9%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.2% |
| 7D | -1.6% | -6.5% | +4.9% | -0.5% |
| 30D | -11.6% | -7.2% | -4.3% | -10.6% |
| 3M | +3.0% | -1.0% | +4.0% | +2.9% |
| 6M | -0.5% | +11.5% | -12.0% | -3.7% |
| YTD | +9.7% | +14.3% | -4.6% | +7.1% |
| All | +22.7% | +40.6% | -17.9% | +24.7% |
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