+26.3%
MNST vs BAM
+2.1%
+24.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.9% | +0.3% |
| 7D | -6.9% | -2.9% | -4.0% | -6.6% |
| 30D | +3.7% | +14.7% | -10.9% | +2.4% |
| 3M | -0.3% | -4.1% | +3.8% | -0.5% |
| 6M | +5.1% | +9.6% | -4.5% | +4.1% |
| YTD | +18.4% | +3.4% | +15.0% | +15.5% |
| 1Y | +26.3% | +1.0% | +25.2% | +23.1% |
| All | +26.3% | +2.1% | +24.1% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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