+81.0%
MNST vs FISV
-53.9%
+134.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | -6.5% | -0.3% | -6.1% | -6.4% |
| 30D | -7.2% | -2.1% | -5.2% | -6.9% |
| 3M | -1.0% | -5.7% | +4.7% | -0.4% |
| 6M | +11.5% | -15.3% | +26.8% | +13.9% |
| YTD | +14.3% | -21.1% | +35.4% | +18.0% |
| 1Y | +38.1% | -61.1% | +99.2% | +59.7% |
| 3Y | +55.0% | -56.8% | +111.8% | +60.8% |
| All | +81.0% | -53.9% | +134.9% | +74.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling