+37.9%
MNST vs BEN
+54.9%
-17.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.7% | -9.1% | -4.8% |
| 7D | -3.4% | +6.6% | -10.0% | -3.9% |
| 30D | +6.6% | +3.8% | +2.8% | +6.3% |
| 3M | -2.9% | +0.2% | -3.1% | -2.9% |
| 6M | +18.4% | +10.4% | +8.0% | +17.5% |
| YTD | +19.3% | +46.2% | -26.9% | +20.7% |
| 1Y | +37.9% | +52.3% | -14.4% | +42.0% |
| All | +37.9% | +54.9% | -17.0% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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