+245.6%
MNST vs BUD
-23.7%
+269.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -6.5% | +0.3% | -6.8% | -6.6% |
| 30D | -7.2% | -5.7% | -1.5% | -5.5% |
| 3M | -1.0% | +3.1% | -4.1% | -2.1% |
| 6M | +11.5% | +7.9% | +3.6% | +8.6% |
| YTD | +14.3% | +27.3% | -13.0% | +5.6% |
| 1Y | +38.1% | +37.8% | +0.3% | +24.2% |
| 3Y | +55.0% | +49.8% | +5.1% | +33.8% |
| 5Y | +79.6% | +43.8% | +35.8% | +54.7% |
| All | +245.6% | -23.7% | +269.2% | +240.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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