+248.7%
MNST vs BND
+15.0%
+233.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.0% |
| 7D | -2.2% | -0.9% | -1.3% | -1.6% |
| 30D | -5.4% | -1.0% | -4.4% | -4.7% |
| 3M | -5.5% | -1.2% | -4.3% | -4.7% |
| 6M | +12.4% | -2.0% | +14.4% | +13.9% |
| YTD | +12.4% | -1.2% | +13.6% | +13.4% |
| 1Y | +37.2% | -0.5% | +37.6% | +37.7% |
| 3Y | +52.9% | +12.4% | +40.5% | +42.1% |
| 5Y | +79.7% | -2.5% | +82.2% | +81.4% |
| All | +248.7% | +15.0% | +233.6% | +239.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 10y: compounded portfolio wealth divided by compounded BND 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…
10y analysis · Full analysis span regression · 6 months rolling