+245.6%
MNST vs A
+246.7%
-1.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.8% |
| 7D | -6.5% | -1.9% | -4.6% | -5.9% |
| 30D | -7.2% | +6.9% | -14.1% | -9.6% |
| 3M | -1.0% | +9.2% | -10.3% | -4.5% |
| 6M | +11.5% | +25.7% | -14.2% | +1.2% |
| YTD | +14.3% | +11.5% | +2.8% | +8.1% |
| 1Y | +38.1% | +18.4% | +19.8% | +26.8% |
| 3Y | +55.0% | +26.6% | +28.4% | +32.5% |
| 5Y | +79.6% | -12.8% | +92.4% | +79.1% |
| All | +245.6% | +246.7% | -1.1% | +92.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling