+328.4%
MNST vs ALLE
+217.2%
+111.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.1% | -0.5% |
| 7D | -3.9% | +0.1% | -4.0% | -3.9% |
| 30D | +3.9% | +25.9% | -22.0% | -4.7% |
| 3M | -0.8% | +14.9% | -15.7% | -6.1% |
| 6M | +5.1% | +42.1% | -37.0% | -8.6% |
| YTD | +18.3% | +20.4% | -2.1% | +8.6% |
| 1Y | +29.5% | +14.9% | +14.6% | +21.0% |
| 3Y | +64.0% | +90.1% | -26.1% | +20.7% |
| 5Y | +97.2% | +53.0% | +44.2% | +56.5% |
| 10Y | +328.4% | +208.8% | +119.6% | +145.8% |
| All | +328.4% | +217.2% | +111.2% | +145.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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