+81.0%
MNST vs ELV
+15.8%
+65.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.3% |
| 7D | -6.5% | +3.3% | -9.8% | -7.0% |
| 30D | -7.2% | +4.2% | -11.4% | -7.9% |
| 3M | -1.0% | -0.1% | -0.9% | -1.3% |
| 6M | +11.5% | +41.3% | -29.8% | +4.1% |
| YTD | +14.3% | +17.4% | -3.1% | +9.7% |
| 1Y | +38.1% | +35.1% | +3.1% | +28.3% |
| 3Y | +55.0% | -3.2% | +58.2% | +51.1% |
| All | +81.0% | +15.8% | +65.2% | +68.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling