+84.2%
MNST vs CI
+42.7%
+41.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.3% |
| 7D | -6.5% | +1.3% | -7.8% | -6.8% |
| 30D | -7.2% | +4.4% | -11.7% | -8.1% |
| 3M | -1.0% | +0.7% | -1.7% | -1.4% |
| 6M | +11.5% | +0.3% | +11.1% | +10.9% |
| YTD | +14.3% | +3.8% | +10.5% | +12.6% |
| 1Y | +38.1% | -5.5% | +43.6% | +38.2% |
| 3Y | +55.0% | +8.1% | +46.9% | +45.9% |
| All | +84.2% | +42.7% | +41.5% | +49.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling