+78.2%
MNST vs FISV
-55.8%
+134.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.0% | +2.5% | -0.8% |
| 7D | -4.1% | -1.6% | -2.5% | -3.8% |
| 30D | -4.5% | -3.0% | -1.5% | -4.1% |
| 3M | -2.5% | -3.5% | +1.1% | -2.2% |
| 6M | +14.1% | -19.4% | +33.5% | +17.6% |
| YTD | +12.6% | -24.3% | +36.8% | +17.0% |
| 1Y | +36.9% | -62.4% | +99.3% | +59.2% |
| 3Y | +53.1% | -58.2% | +111.3% | +59.3% |
| 5Y | +78.2% | -56.5% | +134.8% | +73.2% |
| All | +78.2% | -55.8% | +134.0% | +73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FISV 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling