+548,301.9%
MNST vs BDX
+5,351.6%
+542,950.3%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.3% |
| 7D | -6.5% | -2.5% | -4.0% | -6.0% |
| 30D | -7.2% | +8.3% | -15.5% | -8.9% |
| 3M | -1.0% | +24.4% | -25.4% | -5.8% |
| 6M | +11.5% | +9.2% | +2.3% | +8.9% |
| YTD | +14.3% | +22.7% | -8.4% | +8.6% |
| 1Y | +38.1% | +25.9% | +12.2% | +30.3% |
| 3Y | +55.0% | -10.5% | +65.4% | +55.9% |
| 5Y | +79.6% | +1.9% | +77.7% | +74.7% |
| 10Y | +241.8% | +58.7% | +183.1% | +201.1% |
| All | +548,301.9% | +5,351.6% | +542,950.3% | +260,652.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling