+303.0%
MNST vs EMB
+28.9%
+274.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.4% |
| 7D | -3.4% | -0.1% | -3.3% | -3.3% |
| 30D | +6.6% | +1.3% | +5.3% | +5.4% |
| 3M | -2.9% | -2.2% | -0.6% | -0.8% |
| 6M | +18.4% | -2.3% | +20.8% | +21.1% |
| YTD | +19.3% | -0.6% | +19.9% | +20.0% |
| 1Y | +37.9% | +0.5% | +37.4% | +37.4% |
| 3Y | +62.9% | +29.4% | +33.5% | +27.6% |
| 5Y | +99.6% | +6.5% | +93.1% | +92.9% |
| All | +303.0% | +28.9% | +274.1% | +219.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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