+354.7%
MNST vs ED
+147.1%
+207.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.6% | +1.4% |
| 7D | +1.6% | +2.1% | -0.4% | +0.9% |
| 30D | +5.1% | +10.4% | -5.3% | +1.4% |
| 3M | -0.5% | +12.5% | -13.0% | -4.7% |
| 6M | +8.1% | +14.9% | -6.8% | +2.6% |
| YTD | +21.2% | +24.8% | -3.6% | +11.3% |
| 1Y | +30.7% | +23.8% | +6.9% | +20.3% |
| 3Y | +67.3% | +51.6% | +15.7% | +41.1% |
| 5Y | +101.9% | +86.4% | +15.4% | +55.6% |
| All | +354.7% | +147.1% | +207.6% | +199.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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