+84.2%
MNST vs BB
-30.6%
+114.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -6.5% | -5.6% | -0.9% | -6.1% |
| 30D | -7.2% | -11.8% | +4.6% | -6.4% |
| 3M | -1.0% | -25.5% | +24.5% | +0.7% |
| 6M | +11.5% | +121.3% | -109.8% | +2.5% |
| YTD | +14.3% | +103.2% | -88.9% | +5.8% |
| 1Y | +38.1% | +102.6% | -64.5% | +27.1% |
| 3Y | +55.0% | +37.5% | +17.5% | +45.1% |
| All | +84.2% | -30.6% | +114.7% | +78.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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