+248.4%
MNST vs BTI
+68.1%
+180.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.3% |
| 7D | -3.6% | -2.4% | -1.1% | -2.8% |
| 30D | -6.3% | -4.8% | -1.5% | -4.9% |
| 3M | -5.0% | -8.1% | +3.2% | -2.6% |
| 6M | +13.1% | -4.2% | +17.3% | +14.1% |
| YTD | +11.8% | -1.3% | +13.0% | +11.5% |
| 1Y | +35.2% | +2.1% | +33.1% | +33.3% |
| 3Y | +52.0% | +108.9% | -56.9% | +16.8% |
| 5Y | +77.9% | +114.5% | -36.6% | +33.9% |
| 10Y | +248.4% | +72.2% | +176.2% | +155.2% |
| All | +248.4% | +68.1% | +180.3% | +155.2% |
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