+77.9%
MNST vs BTG
+75.0%
+2.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -0.8% |
| 7D | -3.6% | +2.4% | -6.0% | -3.7% |
| 30D | -6.3% | +9.5% | -15.8% | -6.9% |
| 3M | -5.0% | +38.5% | -43.5% | -7.4% |
| 6M | +13.1% | +5.6% | +7.5% | +12.3% |
| YTD | +11.8% | +23.9% | -12.2% | +9.3% |
| 1Y | +35.2% | +32.1% | +3.1% | +31.2% |
| 3Y | +52.0% | +103.2% | -51.2% | +40.3% |
| 5Y | +77.9% | +79.7% | -1.9% | +66.9% |
| All | +77.9% | +75.0% | +2.8% | +66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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