+63.3%
MNST vs EXPE
+118.1%
-54.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.5% |
| 7D | -3.9% | -11.2% | +7.3% | -3.1% |
| 30D | +3.9% | -7.5% | +11.4% | +4.5% |
| 3M | -0.8% | -19.1% | +18.2% | +0.5% |
| 6M | +5.1% | +10.7% | -5.7% | +5.1% |
| YTD | +18.3% | -9.9% | +28.2% | +19.2% |
| 1Y | +29.5% | -4.6% | +34.1% | +29.7% |
| All | +63.3% | +118.1% | -54.8% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 3y: compounded portfolio wealth divided by compounded EXPE 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…
3y analysis · Full analysis span regression · 6 months rolling