+78.2%
MNST vs BR
+9.8%
+68.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.5% | +0.9% | -0.8% |
| 7D | -4.1% | -5.9% | +1.9% | -2.4% |
| 30D | -4.5% | +1.9% | -6.4% | -5.0% |
| 3M | -2.5% | +14.7% | -17.1% | -6.5% |
| 6M | +14.1% | -12.8% | +26.9% | +18.9% |
| YTD | +12.6% | -23.0% | +35.6% | +22.1% |
| 1Y | +36.9% | -31.7% | +68.6% | +55.1% |
| 3Y | +53.1% | -4.8% | +57.9% | +49.2% |
| 5Y | +78.2% | +7.8% | +70.4% | +55.0% |
| All | +78.2% | +9.8% | +68.4% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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