+29.5%
MNST vs EMB
+0.5%
+29.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | 0.0% |
| 7D | -3.9% | +0.5% | -4.4% | -4.4% |
| 30D | +3.9% | +0.9% | +3.0% | +2.9% |
| 3M | -0.8% | -2.1% | +1.3% | +1.6% |
| 6M | +5.1% | -2.2% | +7.3% | +7.7% |
| YTD | +18.3% | -0.6% | +18.9% | +21.8% |
| 1Y | +29.5% | +0.2% | +29.3% | +33.7% |
| All | +29.5% | +0.5% | +29.0% | +33.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling