+436.6%
GE vs MNST
+80.0%
+356.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.3% |
| 7D | -1.6% | -6.5% | +4.9% | +0.5% |
| 30D | -11.6% | -7.2% | -4.3% | -9.6% |
| 3M | +3.0% | -1.0% | +4.0% | +3.0% |
| 6M | -0.5% | +11.5% | -12.0% | -4.6% |
| YTD | +9.7% | +14.3% | -4.6% | +4.2% |
| 1Y | +20.0% | +38.1% | -18.1% | +6.4% |
| 3Y | +275.8% | +55.0% | +220.9% | +217.3% |
| All | +436.6% | +80.0% | +356.5% | +305.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling