+79.7%
MNST vs BNY
+250.1%
-170.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.5% | +0.6% |
| 7D | -2.2% | -1.1% | -1.2% | -2.0% |
| 30D | -5.4% | +1.4% | -6.8% | -5.7% |
| 3M | -5.5% | +16.8% | -22.3% | -9.5% |
| 6M | +12.4% | +42.0% | -29.6% | +1.9% |
| YTD | +12.4% | +41.9% | -29.5% | +1.6% |
| 1Y | +37.2% | +59.2% | -22.0% | +19.7% |
| 3Y | +52.9% | +290.9% | -238.0% | +0.2% |
| 5Y | +79.7% | +259.0% | -179.3% | +18.2% |
| All | +79.7% | +250.1% | -170.4% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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