+3,099.6%
MMM vs MNST
+572,080.2%
-568,980.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.4% | +3.0% | -1.2% |
| 7D | +6.2% | -3.4% | +9.6% | +6.3% |
| 30D | +14.2% | +6.6% | +7.6% | +14.0% |
| 3M | +2.9% | -2.9% | +5.8% | +3.0% |
| 6M | +27.6% | +18.4% | +9.1% | +26.8% |
| YTD | +17.3% | +19.3% | -2.0% | +16.5% |
| 1Y | +15.1% | +37.9% | -22.8% | +13.8% |
| 3Y | +157.1% | +62.9% | +94.2% | +152.5% |
| 5Y | +45.1% | +99.6% | -54.5% | +41.5% |
| 10Y | +83.9% | +305.7% | -221.8% | +75.7% |
| All | +3,099.6% | +572,080.2% | -568,980.6% | +2,694.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling