+37.2%
MNST vs AZN
-0.3%
+37.5%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.4% |
| 7D | -2.2% | -3.1% | +0.9% | -1.8% |
| 30D | -5.4% | +0.6% | -5.9% | -5.4% |
| 3M | -5.5% | -10.8% | +5.3% | -4.5% |
| 6M | +12.4% | -18.1% | +30.5% | +14.7% |
| YTD | +12.4% | -12.3% | +24.7% | +14.6% |
| 1Y | +37.2% | -0.2% | +37.4% | +39.5% |
| All | +37.2% | -0.3% | +37.5% | +39.5% |
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 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