+53.1%
MNST vs FISV
-58.7%
+111.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.0% | +2.5% | -1.1% |
| 7D | -4.1% | -1.6% | -2.5% | -3.9% |
| 30D | -4.5% | -3.0% | -1.5% | -4.2% |
| 3M | -2.5% | -3.5% | +1.1% | -2.3% |
| 6M | +14.1% | -19.4% | +33.5% | +16.1% |
| YTD | +12.6% | -24.3% | +36.8% | +15.1% |
| 1Y | +36.9% | -62.4% | +99.3% | +50.0% |
| 3Y | +53.1% | -58.2% | +111.3% | +54.8% |
| All | +53.1% | -58.7% | +111.8% | +54.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling