+240.4%
MNST vs EWT
+493.5%
-253.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -1.0% | -1.3% |
| 7D | -4.1% | +1.6% | -5.7% | -4.7% |
| 30D | -4.5% | +8.2% | -12.7% | -7.4% |
| 3M | -2.5% | +11.1% | -13.5% | -7.3% |
| 6M | +14.1% | +60.4% | -46.3% | -7.8% |
| YTD | +12.6% | +75.6% | -63.0% | -12.7% |
| 1Y | +36.9% | +91.3% | -54.4% | +1.8% |
| 3Y | +53.1% | +200.3% | -147.2% | -12.9% |
| 5Y | +78.2% | +156.4% | -78.1% | +10.2% |
| 10Y | +240.4% | +495.8% | -255.4% | +21.7% |
| All | +240.4% | +493.5% | -253.1% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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