+208.3%
JNJ vs MNST
+305.0%
-96.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | +5.5% | -3.9% | +9.4% | +6.5% |
| 30D | +7.4% | +3.9% | +3.5% | +6.4% |
| 3M | +7.8% | -0.8% | +8.6% | +7.8% |
| 6M | +28.2% | +5.1% | +23.1% | +26.3% |
| YTD | +37.9% | +18.3% | +19.6% | +31.2% |
| 1Y | +52.4% | +29.5% | +22.9% | +41.7% |
| 3Y | +107.7% | +64.0% | +43.6% | +79.4% |
| 5Y | +96.5% | +97.2% | -0.6% | +58.9% |
| 10Y | +208.3% | +328.4% | -120.2% | +111.8% |
| All | +208.3% | +305.0% | -96.7% | +111.8% |
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