+99.0%
MNST vs AR
+75.4%
+23.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.2% |
| 7D | -5.0% | -10.5% | +5.6% | -4.8% |
| 30D | +4.6% | +1.3% | +3.3% | +4.5% |
| 3M | +1.0% | +4.8% | -3.7% | +0.8% |
| 6M | +5.8% | +1.2% | +4.6% | +5.6% |
| YTD | +19.1% | +5.5% | +13.5% | +18.5% |
| 1Y | +30.9% | +8.1% | +22.9% | +30.1% |
| 3Y | +65.7% | +38.8% | +26.9% | +62.4% |
| 5Y | +99.0% | +78.8% | +20.1% | +91.2% |
| All | +99.0% | +75.4% | +23.6% | +91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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