+328.4%
MNST vs ED
+136.7%
+191.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.4% | -0.9% |
| 7D | -3.9% | +2.1% | -6.0% | -4.6% |
| 30D | +3.9% | +12.4% | -8.5% | -0.4% |
| 3M | -0.8% | +13.1% | -14.0% | -5.2% |
| 6M | +5.1% | +14.1% | -9.0% | 0.0% |
| YTD | +18.3% | +23.1% | -4.8% | +9.2% |
| 1Y | +29.5% | +25.4% | +4.0% | +18.6% |
| 3Y | +64.0% | +47.9% | +16.2% | +39.6% |
| 5Y | +97.2% | +81.9% | +15.3% | +53.4% |
| 10Y | +328.4% | +141.3% | +187.2% | +182.6% |
| All | +328.4% | +136.7% | +191.7% | +182.6% |
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