+93.7%
MA vs MNST
+111.6%
-17.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -1.8% |
| 7D | +3.2% | +3.2% | 0.0% | +2.1% |
| 30D | +15.9% | +10.6% | +5.4% | +11.9% |
| 3M | +15.2% | +1.3% | +13.9% | +14.5% |
| 6M | +32.4% | +26.2% | +6.2% | +21.3% |
| YTD | +15.6% | +24.8% | -9.1% | +5.7% |
| 1Y | +19.3% | +40.9% | -21.6% | +3.3% |
| 3Y | +73.0% | +72.2% | +0.8% | +34.9% |
| 5Y | +93.7% | +108.8% | -15.0% | +29.5% |
| All | +93.7% | +111.6% | -17.8% | +29.5% |
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