+84.2%
MNST vs FDX
+65.4%
+18.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -6.5% | -2.5% | -4.0% | -6.0% |
| 30D | -7.2% | +3.8% | -11.0% | -7.9% |
| 3M | -1.0% | -1.3% | +0.3% | -0.9% |
| 6M | +11.5% | +5.0% | +6.5% | +10.0% |
| YTD | +14.3% | +39.6% | -25.3% | +6.7% |
| 1Y | +38.1% | +81.1% | -43.0% | +22.4% |
| 3Y | +55.0% | +63.0% | -8.1% | +36.6% |
| All | +84.2% | +65.4% | +18.7% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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