+26.3%
MNST vs B
+13.3%
+12.9%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.2% |
| 7D | -6.9% | -2.7% | -4.2% | -6.7% |
| 30D | +3.7% | -4.3% | +8.1% | +3.9% |
| 3M | -0.3% | -2.3% | +2.0% | -0.3% |
| 6M | +5.1% | -16.2% | +21.3% | +6.8% |
| YTD | +18.4% | -8.8% | +27.3% | +18.8% |
| 1Y | +26.3% | +11.4% | +14.9% | +25.1% |
| All | +26.3% | +13.3% | +12.9% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 1y: compounded portfolio wealth divided by compounded B 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…
1y analysis · Full analysis span regression · 6 months rolling