+79.7%
MNST vs AZO
+85.0%
-5.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.9% |
| 7D | -2.2% | -2.9% | +0.7% | -1.5% |
| 30D | -5.4% | -5.3% | -0.1% | -4.0% |
| 3M | -5.5% | -7.3% | +1.8% | -3.9% |
| 6M | +12.4% | -22.7% | +35.0% | +19.8% |
| YTD | +12.4% | -15.0% | +27.4% | +16.0% |
| 1Y | +37.2% | -32.2% | +69.4% | +51.8% |
| 3Y | +52.9% | +10.0% | +42.9% | +41.5% |
| 5Y | +79.7% | +85.8% | -6.1% | +35.5% |
| All | +79.7% | +85.0% | -5.3% | +35.5% |
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