+3,269.7%
MNST vs BTG
+392.0%
+2,877.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.5% |
| 7D | -6.5% | -0.9% | -5.6% | -6.5% |
| 30D | -7.2% | +36.8% | -44.0% | -8.8% |
| 3M | -1.0% | +23.1% | -24.1% | -2.3% |
| 6M | +11.5% | +3.5% | +8.0% | +10.8% |
| YTD | +14.3% | +25.5% | -11.2% | +12.4% |
| 1Y | +38.1% | +40.1% | -2.0% | +34.8% |
| 3Y | +55.0% | +101.1% | -46.1% | +47.5% |
| 5Y | +79.6% | +70.6% | +9.0% | +71.1% |
| 10Y | +241.8% | +152.1% | +89.7% | +214.5% |
| All | +3,269.7% | +392.0% | +2,877.7% | +2,683.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling