+63.5%
MNST vs BUD
+48.3%
+15.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +0.9% |
| 7D | -6.9% | +0.5% | -7.4% | -7.0% |
| 30D | +3.7% | +7.4% | -3.6% | +1.4% |
| 3M | -0.3% | +4.3% | -4.6% | -1.8% |
| 6M | +5.1% | +5.3% | -0.2% | +3.1% |
| YTD | +18.4% | +33.2% | -14.8% | +8.9% |
| 1Y | +26.3% | +31.8% | -5.5% | +16.3% |
| All | +63.5% | +48.3% | +15.2% | +43.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling