+38.1%
MNST vs BDX
+27.3%
+10.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.5% |
| 7D | -6.5% | -2.5% | -4.0% | -6.4% |
| 30D | -7.2% | +8.3% | -15.5% | -7.6% |
| 3M | -1.0% | +24.4% | -25.4% | -1.9% |
| 6M | +11.5% | +9.2% | +2.3% | +11.9% |
| YTD | +14.3% | +22.7% | -8.4% | +14.0% |
| 1Y | +38.1% | +25.9% | +12.2% | +36.3% |
| All | +38.1% | +27.3% | +10.8% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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