+248.7%
MNST vs AZN
+222.4%
+26.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.2% |
| 7D | -2.2% | -3.1% | +0.9% | -1.5% |
| 30D | -5.4% | +0.6% | -5.9% | -5.5% |
| 3M | -5.5% | -10.8% | +5.3% | -3.1% |
| 6M | +12.4% | -18.1% | +30.5% | +17.6% |
| YTD | +12.4% | -12.3% | +24.7% | +15.3% |
| 1Y | +37.2% | -0.2% | +37.4% | +35.7% |
| 3Y | +52.9% | +23.4% | +29.5% | +40.9% |
| 5Y | +79.7% | +56.4% | +23.3% | +52.6% |
| All | +248.7% | +222.4% | +26.3% | +160.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling