+201.4%
MCHP vs MNST
+241.5%
-40.1%
-63.8%
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% | -0.2% |
| 7D | +0.3% | -3.6% | +3.9% | +2.1% |
| 30D | -9.8% | -6.3% | -3.5% | -7.2% |
| 3M | -19.7% | -5.0% | -14.7% | -18.5% |
| 6M | +13.6% | +13.1% | +0.4% | +4.1% |
| YTD | +16.5% | +11.8% | +4.8% | +7.1% |
| 1Y | +15.7% | +35.2% | -19.6% | -5.4% |
| 3Y | 0.0% | +52.0% | -52.0% | -25.6% |
| 5Y | +4.4% | +77.9% | -73.4% | -30.2% |
| 10Y | +201.4% | +248.4% | -47.0% | +54.2% |
| All | +201.4% | +241.5% | -40.1% | +54.2% |
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 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