+53.1%
MNST vs BDX
-9.6%
+62.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.5% | -1.0% |
| 7D | -4.1% | -4.3% | +0.2% | -3.4% |
| 30D | -4.5% | +1.3% | -5.8% | -4.7% |
| 3M | -2.5% | +20.2% | -22.7% | -5.5% |
| 6M | +14.1% | +8.6% | +5.5% | +12.7% |
| YTD | +12.6% | +19.0% | -6.4% | +8.9% |
| 1Y | +36.9% | +21.2% | +15.8% | +31.8% |
| 3Y | +53.1% | -9.7% | +62.8% | +55.5% |
| All | +53.1% | -9.6% | +62.7% | +55.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling