+99.8%
MNST vs AZO
+72.0%
+27.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.7% | +1.9% |
| 7D | +1.6% | +1.3% | +0.3% | +1.2% |
| 30D | +5.1% | +12.0% | -6.9% | +1.9% |
| 3M | -0.5% | +7.2% | -7.7% | -2.4% |
| 6M | +8.1% | -3.2% | +11.3% | +8.5% |
| YTD | +21.2% | -3.9% | +25.1% | +20.9% |
| 1Y | +30.7% | -14.7% | +45.4% | +35.3% |
| 3Y | +67.3% | +20.4% | +46.9% | +51.6% |
| All | +99.8% | +72.0% | +27.8% | +49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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