+346.0%
MNST vs BTI
+128.6%
+217.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -4.7% | -3.2% | -1.5% | -3.7% |
| 30D | +5.2% | +9.7% | -4.5% | +2.3% |
| 3M | -0.9% | +11.1% | -11.9% | -4.1% |
| 6M | +6.1% | -1.2% | +7.3% | +6.2% |
| YTD | +18.9% | +12.7% | +6.2% | +13.8% |
| 1Y | +29.3% | +15.8% | +13.5% | +22.6% |
| 3Y | +64.9% | +148.9% | -84.0% | +20.2% |
| 5Y | +98.0% | +151.9% | -53.9% | +42.4% |
| All | +346.0% | +128.6% | +217.4% | +179.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling