+346.0%
MNST vs CI
+145.6%
+200.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +0.8% |
| 7D | -4.7% | -1.7% | -3.0% | -4.3% |
| 30D | +5.2% | +4.9% | +0.4% | +3.9% |
| 3M | -0.9% | +7.4% | -8.3% | -2.8% |
| 6M | +6.1% | +0.4% | +5.8% | +5.5% |
| YTD | +18.9% | +9.5% | +9.4% | +15.1% |
| 1Y | +29.3% | +12.0% | +17.3% | +24.3% |
| 3Y | +64.9% | +7.1% | +57.8% | +56.0% |
| 5Y | +98.0% | +49.3% | +48.7% | +66.5% |
| All | +346.0% | +145.6% | +200.4% | +223.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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