+3,404.3%
MNST vs BTG
+336.6%
+3,067.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.2% | +4.6% | +0.6% |
| 7D | -4.7% | -5.9% | +1.2% | -4.5% |
| 30D | +5.2% | -5.0% | +10.2% | +5.4% |
| 3M | -0.9% | -4.5% | +3.6% | -0.9% |
| 6M | +6.1% | -7.0% | +13.1% | +6.0% |
| YTD | +18.9% | +11.4% | +7.5% | +17.4% |
| 1Y | +29.3% | +20.1% | +9.2% | +27.2% |
| 3Y | +64.9% | +81.5% | -16.6% | +57.5% |
| 5Y | +98.0% | +32.1% | +65.9% | +90.6% |
| 10Y | +334.8% | +166.4% | +168.4% | +299.7% |
| All | +3,404.3% | +336.6% | +3,067.7% | +2,807.7% |
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