+38.1%
MNST vs A
+21.7%
+16.5%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.6% |
| 7D | -6.5% | -1.9% | -4.6% | -6.6% |
| 30D | -7.2% | +6.9% | -14.1% | -7.0% |
| 3M | -1.0% | +9.2% | -10.3% | -0.8% |
| 6M | +11.5% | +25.7% | -14.2% | +12.4% |
| YTD | +14.3% | +11.5% | +2.8% | +14.5% |
| 1Y | +38.1% | +18.4% | +19.8% | +38.4% |
| All | +38.1% | +21.7% | +16.5% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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