+99.8%
MNST vs EXC
+41.3%
+58.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.6% | +1.6% |
| 7D | +1.6% | +1.4% | +0.2% | +1.2% |
| 30D | +5.1% | +8.6% | -3.5% | +2.7% |
| 3M | -0.5% | +2.4% | -2.9% | -1.2% |
| 6M | +8.1% | +6.5% | +1.7% | +6.1% |
| YTD | +21.2% | +9.0% | +12.1% | +17.5% |
| 1Y | +30.7% | +4.6% | +26.1% | +28.3% |
| 3Y | +67.3% | +33.5% | +33.8% | +50.6% |
| All | +99.8% | +41.3% | +58.6% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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