+54.7%
MNST vs ELV
-4.6%
+59.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.4% |
| 7D | -6.5% | +3.3% | -9.8% | -6.8% |
| 30D | -7.2% | +4.2% | -11.4% | -7.6% |
| 3M | -1.0% | -0.1% | -0.9% | -1.2% |
| 6M | +11.5% | +41.3% | -29.8% | +7.0% |
| YTD | +14.3% | +17.4% | -3.1% | +11.3% |
| 1Y | +38.1% | +35.1% | +3.1% | +31.9% |
| All | +54.7% | -4.6% | +59.4% | +48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 3y: compounded portfolio wealth divided by compounded ELV 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…
3y analysis · Full analysis span regression · 6 months rolling