+339,718.6%
MNST vs AZN
+5,142.4%
+334,576.2%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +1.9% | +1.9% |
| 7D | +1.6% | -1.1% | +2.7% | +1.8% |
| 30D | +5.1% | +13.8% | -8.8% | +2.3% |
| 3M | -0.5% | +17.3% | -17.8% | -3.7% |
| 6M | +8.1% | -1.7% | +9.9% | +8.1% |
| YTD | +21.2% | +1.4% | +19.8% | +20.1% |
| 1Y | +30.7% | +5.2% | +25.6% | +28.6% |
| 3Y | +67.3% | +52.6% | +14.7% | +51.1% |
| 5Y | +101.9% | +72.9% | +29.0% | +76.4% |
| 10Y | +343.3% | +333.0% | +10.3% | +219.9% |
| All | +339,718.6% | +5,142.4% | +334,576.2% | +326,365.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling