+84.2%
MNST vs BTI
+115.0%
-30.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.3% |
| 7D | -6.5% | -1.4% | -5.1% | -6.1% |
| 30D | -7.2% | -6.6% | -0.6% | -5.6% |
| 3M | -1.0% | -3.0% | +2.0% | -0.4% |
| 6M | +11.5% | -6.7% | +18.2% | +13.0% |
| YTD | +14.3% | +0.6% | +13.8% | +13.7% |
| 1Y | +38.1% | +5.6% | +32.5% | +35.4% |
| 3Y | +55.0% | +110.3% | -55.3% | +23.2% |
| All | +84.2% | +115.0% | -30.9% | +41.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling