+53.1%
JNJ vs MNST
+30.7%
+22.4%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.2% |
| 7D | +4.3% | -5.0% | +9.2% | +4.9% |
| 30D | +7.9% | +4.6% | +3.3% | +7.4% |
| 3M | +9.4% | +1.0% | +8.3% | +9.4% |
| 6M | +28.8% | +5.8% | +23.0% | +28.6% |
| YTD | +38.5% | +19.1% | +19.5% | +36.5% |
| All | +53.1% | +30.7% | +22.4% | +46.8% |
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 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