+192,211.1%
MNST vs EXEL
+273.2%
+191,937.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -6.5% | +8.4% | -14.9% | -7.2% |
| 30D | -7.2% | +4.1% | -11.3% | -7.7% |
| 3M | -1.0% | +12.4% | -13.4% | -2.3% |
| 6M | +11.5% | +41.5% | -30.1% | +7.6% |
| YTD | +14.3% | +34.6% | -20.3% | +10.7% |
| 1Y | +38.1% | +57.9% | -19.7% | +31.5% |
| 3Y | +55.0% | +159.5% | -104.5% | +39.0% |
| 5Y | +79.6% | +198.5% | -118.9% | +57.8% |
| 10Y | +241.8% | +411.4% | -169.6% | +172.8% |
| All | +192,211.1% | +273.2% | +191,937.9% | +118,331.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 all: compounded portfolio wealth divided by compounded EXEL 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…
all analysis · Full analysis span regression · 6 months rolling