+448,599.6%
MNST vs AZO
+43,293.3%
+405,306.3%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | -6.5% | +0.7% | -7.2% | -6.6% |
| 30D | -7.2% | -2.7% | -4.5% | -6.8% |
| 3M | -1.0% | -3.2% | +2.2% | -0.6% |
| 6M | +11.5% | -19.7% | +31.2% | +15.5% |
| YTD | +14.3% | -12.0% | +26.3% | +16.3% |
| 1Y | +38.1% | -29.5% | +67.6% | +46.1% |
| 3Y | +55.0% | +17.3% | +37.6% | +48.5% |
| 5Y | +79.6% | +94.1% | -14.4% | +57.0% |
| 10Y | +241.8% | +303.3% | -61.5% | +162.0% |
| All | +448,599.6% | +43,293.3% | +405,306.3% | +295,424.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling