+97.2%
MNST vs FOXA
+76.4%
+20.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | -3.9% | +0.4% | -4.3% | -3.9% |
| 30D | +3.9% | +7.9% | -4.1% | +2.6% |
| 3M | -0.8% | +6.7% | -7.5% | -2.0% |
| 6M | +5.1% | +7.5% | -2.4% | +3.1% |
| YTD | +18.3% | -6.9% | +25.2% | +19.1% |
| 1Y | +29.5% | +2.2% | +27.3% | +27.9% |
| 3Y | +64.0% | +131.4% | -67.4% | +32.2% |
| 5Y | +97.2% | +76.2% | +20.9% | +76.7% |
| All | +97.2% | +76.4% | +20.8% | +76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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