+99.8%
MNST vs A
+11.8%
+88.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.4% | +1.8% |
| 7D | +1.6% | -0.5% | +2.1% | +1.7% |
| 30D | +5.1% | 0.0% | +5.1% | +4.9% |
| 3M | -0.5% | +16.7% | -17.2% | -4.1% |
| 6M | +8.1% | +54.8% | -46.7% | -2.9% |
| YTD | +21.2% | +28.8% | -7.6% | +13.5% |
| 1Y | +30.7% | +19.3% | +11.4% | +24.9% |
| 3Y | +67.3% | +65.5% | +1.8% | +37.8% |
| All | +99.8% | +11.8% | +88.0% | +85.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling