+84.2%
MNST vs FE
+45.0%
+39.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -6.5% | +1.9% | -8.4% | -7.0% |
| 30D | -7.2% | -1.2% | -6.1% | -7.0% |
| 3M | -1.0% | +3.5% | -4.5% | -2.1% |
| 6M | +11.5% | -6.1% | +17.5% | +13.5% |
| YTD | +14.3% | +7.6% | +6.7% | +11.3% |
| 1Y | +38.1% | +11.9% | +26.2% | +32.6% |
| 3Y | +55.0% | +48.4% | +6.5% | +33.8% |
| All | +84.2% | +45.0% | +39.2% | +54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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