+98.0%
MNST vs ALL
+161.8%
-63.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | 0.0% |
| 7D | -4.7% | 0.0% | -4.7% | -4.7% |
| 30D | +5.2% | +12.8% | -7.6% | +2.5% |
| 3M | -0.9% | +4.7% | -5.6% | -1.9% |
| 6M | +6.1% | +24.9% | -18.8% | +0.9% |
| YTD | +18.9% | +30.0% | -11.1% | +11.7% |
| 1Y | +29.3% | +29.9% | -0.6% | +21.4% |
| 3Y | +64.9% | +117.5% | -52.7% | +35.1% |
| 5Y | +98.0% | +161.7% | -63.7% | +47.5% |
| All | +98.0% | +161.8% | -63.8% | +47.5% |
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