+108.8%
MNST vs AR
+75.2%
+33.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +0.9% | -1.8% |
| 7D | +3.2% | -11.7% | +14.9% | +3.4% |
| 30D | +10.6% | +1.8% | +8.7% | +10.5% |
| 3M | +1.3% | +6.0% | -4.7% | +1.1% |
| 6M | +26.2% | -7.0% | +33.2% | +26.3% |
| YTD | +24.8% | +5.6% | +19.2% | +24.2% |
| 1Y | +40.9% | +10.8% | +30.1% | +40.0% |
| 3Y | +72.2% | +19.3% | +52.9% | +69.8% |
| 5Y | +108.8% | +73.3% | +35.5% | +100.6% |
| All | +108.8% | +75.2% | +33.6% | +100.6% |
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