+97.2%
MNST vs ALL
+157.6%
-60.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.9% | -3.5% | -1.3% |
| 7D | -3.9% | -0.1% | -3.8% | -3.8% |
| 30D | +3.9% | +13.8% | -9.9% | +1.0% |
| 3M | -0.8% | -2.8% | +1.9% | -0.3% |
| 6M | +5.1% | +23.7% | -18.6% | +0.1% |
| YTD | +18.3% | +27.3% | -9.0% | +11.7% |
| 1Y | +29.5% | +30.5% | -1.1% | +21.4% |
| 3Y | +64.0% | +113.0% | -49.0% | +35.1% |
| 5Y | +97.2% | +157.6% | -60.4% | +46.9% |
| All | +97.2% | +157.6% | -60.5% | +46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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