+30.7%
MNST vs EFV
+19.5%
+11.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +1.8% |
| 7D | +1.6% | +2.5% | -0.9% | +0.4% |
| 30D | +5.1% | +2.9% | +2.1% | +3.8% |
| 3M | -0.5% | -1.4% | +1.0% | +0.1% |
| 6M | +8.1% | +5.5% | +2.6% | +5.2% |
| YTD | +21.2% | +16.1% | +5.1% | +20.5% |
| 1Y | +30.7% | +20.3% | +10.5% | +30.9% |
| All | +30.7% | +19.5% | +11.2% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 1y: compounded portfolio wealth divided by compounded EFV 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…
1y analysis · Full analysis span regression · 6 months rolling