+84.2%
MNST vs EWT
+153.4%
-69.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.5% | -1.0% |
| 7D | -6.5% | +4.0% | -10.5% | -7.3% |
| 30D | -7.2% | +10.3% | -17.5% | -9.3% |
| 3M | -1.0% | +6.1% | -7.1% | -2.9% |
| 6M | +11.5% | +56.6% | -45.1% | -1.8% |
| YTD | +14.3% | +76.6% | -62.3% | -2.5% |
| 1Y | +38.1% | +97.9% | -59.7% | +13.7% |
| 3Y | +55.0% | +198.0% | -143.0% | +4.4% |
| All | +84.2% | +153.4% | -69.3% | +41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling