+572,080.2%
MNST vs BAX
+898.9%
+571,181.3%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.5% | -5.0% | -4.5% |
| 7D | -3.4% | +12.1% | -15.6% | -5.7% |
| 30D | +6.6% | +7.6% | -1.0% | +4.8% |
| 3M | -2.9% | -4.5% | +1.6% | -2.3% |
| 6M | +18.4% | +52.0% | -33.6% | +7.7% |
| YTD | +19.3% | +35.1% | -15.9% | +10.1% |
| 1Y | +37.9% | +43.7% | -5.8% | +25.5% |
| 3Y | +62.9% | -20.9% | +83.8% | +64.0% |
| 5Y | +99.6% | -63.5% | +163.1% | +134.2% |
| 10Y | +305.7% | -36.0% | +341.7% | +324.1% |
| All | +572,080.2% | +898.9% | +571,181.3% | +524,560.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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