+64.1%
MNST vs BLK
+96.8%
-32.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.5% |
| 7D | -4.7% | +3.9% | -8.6% | -5.5% |
| 30D | +5.2% | +14.1% | -8.9% | +2.6% |
| 3M | -0.9% | +5.3% | -6.2% | -2.0% |
| 6M | +6.1% | +12.6% | -6.4% | +3.7% |
| YTD | +18.9% | +15.5% | +3.3% | +14.8% |
| 1Y | +29.3% | +13.6% | +15.7% | +25.3% |
| All | +64.1% | +96.8% | -32.7% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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