+78.2%
MNST vs ETR
+129.9%
-51.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.7% | -1.8% |
| 7D | -4.1% | +1.4% | -5.5% | -4.4% |
| 30D | -4.5% | +1.9% | -6.4% | -5.0% |
| 3M | -2.5% | +1.0% | -3.4% | -2.8% |
| 6M | +14.1% | +4.8% | +9.3% | +12.3% |
| YTD | +12.6% | +19.5% | -7.0% | +6.8% |
| 1Y | +36.9% | +28.1% | +8.8% | +27.2% |
| 3Y | +53.1% | +151.1% | -98.1% | +13.2% |
| 5Y | +78.2% | +125.2% | -46.9% | +31.1% |
| All | +78.2% | +129.9% | -51.7% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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