+98.0%
MNST vs BLK
+41.4%
+56.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.6% |
| 7D | -4.7% | +3.9% | -8.6% | -5.9% |
| 30D | +5.2% | +14.1% | -8.9% | +0.8% |
| 3M | -0.9% | +5.3% | -6.2% | -2.7% |
| 6M | +6.1% | +12.6% | -6.4% | +1.8% |
| YTD | +18.9% | +15.5% | +3.3% | +12.2% |
| 1Y | +29.3% | +13.6% | +15.7% | +22.6% |
| 3Y | +64.9% | +95.6% | -30.7% | +22.6% |
| 5Y | +98.0% | +41.4% | +56.6% | +72.9% |
| All | +98.0% | +41.4% | +56.6% | +72.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling