+45.8%
MNST vs AZN
+18.4%
+27.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.8% | +0.5% | +2.8% |
| 7D | +6.8% | +11.5% | -4.7% | +4.8% |
| 30D | +12.0% | +20.8% | -8.7% | +8.6% |
| 3M | +3.5% | +21.5% | -17.9% | +0.3% |
| 6M | +29.7% | +3.0% | +26.6% | +27.8% |
| YTD | +27.2% | +3.9% | +23.3% | +26.6% |
| 1Y | +45.8% | +16.4% | +29.4% | +43.7% |
| All | +45.8% | +18.4% | +27.4% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 1y: compounded portfolio wealth divided by compounded AZN 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…
1y analysis · Full analysis span regression · 6 months rolling