+98.0%
MNST vs EIX
+17.2%
+80.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.3% |
| 7D | -4.7% | -1.5% | -3.3% | -4.4% |
| 30D | +5.2% | +8.1% | -2.9% | +3.6% |
| 3M | -0.9% | -12.1% | +11.2% | +1.0% |
| 6M | +6.1% | -13.4% | +19.6% | +8.4% |
| YTD | +18.9% | +5.6% | +13.3% | +15.3% |
| 1Y | +29.3% | +7.8% | +21.5% | +24.7% |
| 3Y | +64.9% | +9.8% | +55.0% | +52.9% |
| 5Y | +98.0% | +18.8% | +79.2% | +67.9% |
| All | +98.0% | +17.2% | +80.8% | +67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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