+84.2%
MNST vs BUD
+46.3%
+37.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -5.4% |
| 3M | -1.0% | +3.1% | -4.1% | -2.2% |
| 6M | +11.5% | +7.9% | +3.6% | +8.3% |
| YTD | +14.3% | +27.3% | -13.0% | +5.0% |
| 1Y | +38.1% | +37.8% | +0.3% | +23.4% |
| 3Y | +55.0% | +49.8% | +5.1% | +31.9% |
| All | +84.2% | +46.3% | +37.8% | +54.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling