+273.7%
GE vs MNST
+64.0%
+209.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.8% |
| 7D | +5.4% | -3.9% | +9.3% | +6.1% |
| 30D | +9.6% | +3.9% | +5.7% | +8.8% |
| 3M | -7.7% | -0.8% | -6.9% | -7.7% |
| 6M | +14.0% | +5.1% | +8.9% | +12.6% |
| YTD | +10.2% | +18.3% | -8.1% | +6.0% |
| 1Y | +8.9% | +29.5% | -20.6% | +3.3% |
| 3Y | +273.7% | +64.0% | +209.6% | +242.1% |
| All | +273.7% | +64.0% | +209.7% | +242.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling