+45.8%
MNST vs BDX
+54.0%
-8.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +5.6% | -2.2% | +2.7% |
| 7D | +6.8% | +7.2% | -0.4% | +5.9% |
| 30D | +12.0% | +15.8% | -3.7% | +10.5% |
| 3M | +3.5% | +23.7% | -20.2% | +1.9% |
| 6M | +29.7% | +44.8% | -15.2% | +27.0% |
| YTD | +27.2% | +39.8% | -12.6% | +26.5% |
| 1Y | +45.8% | +52.3% | -6.5% | +43.6% |
| All | +45.8% | +54.0% | -8.2% | +43.6% |
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