+77.9%
MNST vs AZN
+51.7%
+26.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.3% |
| 7D | -3.6% | -2.9% | -0.7% | -3.0% |
| 30D | -6.3% | -3.1% | -3.2% | -5.7% |
| 3M | -5.0% | -14.4% | +9.5% | -2.2% |
| 6M | +13.1% | -19.5% | +32.6% | +17.8% |
| YTD | +11.8% | -13.8% | +25.5% | +14.5% |
| 1Y | +35.2% | -2.4% | +37.6% | +34.7% |
| 3Y | +52.0% | +21.3% | +30.7% | +41.9% |
| 5Y | +77.9% | +53.6% | +24.2% | +58.3% |
| All | +77.9% | +51.7% | +26.2% | +58.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling