+581,341.2%
MNST vs FISV
+13,260.8%
+568,080.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.7% | -1.8% | +1.0% |
| 7D | +1.6% | +1.4% | +0.2% | +1.2% |
| 30D | +5.1% | +38.4% | -33.4% | -3.4% |
| 3M | -0.5% | +14.9% | -15.4% | -4.3% |
| 6M | +8.1% | +21.8% | -13.7% | +1.8% |
| YTD | +21.2% | -5.0% | +26.2% | +20.3% |
| 1Y | +30.7% | -1.2% | +31.9% | +28.2% |
| 3Y | +67.3% | -47.5% | +114.8% | +80.5% |
| 5Y | +101.9% | -36.7% | +138.6% | +105.5% |
| 10Y | +343.3% | +26.9% | +316.4% | +276.4% |
| All | +581,341.2% | +13,260.8% | +568,080.4% | +197,342.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling