+320,409.1%
MNST vs AZN
+4,524.2%
+315,884.9%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.3% |
| 7D | -6.5% | 0.0% | -6.5% | -6.5% |
| 30D | -7.2% | +0.7% | -8.0% | -7.4% |
| 3M | -1.0% | -10.5% | +9.5% | +0.9% |
| 6M | +11.5% | -19.3% | +30.8% | +16.0% |
| YTD | +14.3% | -10.6% | +24.9% | +16.3% |
| 1Y | +38.1% | +0.5% | +37.6% | +36.9% |
| 3Y | +55.0% | +25.9% | +29.1% | +45.5% |
| 5Y | +79.6% | +52.4% | +27.2% | +60.8% |
| 10Y | +241.8% | +220.8% | +21.0% | +161.2% |
| All | +320,409.1% | +4,524.2% | +315,884.9% | +315,918.4% |
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