+303.0%
MNST vs GEN
+157.3%
+145.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.6% | -1.8% | -3.9% |
| 7D | -3.4% | +2.3% | -5.7% | -3.8% |
| 30D | +6.6% | +33.1% | -26.4% | +0.7% |
| 3M | -2.9% | +6.5% | -9.4% | -4.7% |
| 6M | +18.4% | +53.8% | -35.3% | +7.8% |
| YTD | +19.3% | +11.2% | +8.0% | +15.0% |
| 1Y | +37.9% | +19.4% | +18.5% | +31.0% |
| 3Y | +62.9% | +81.0% | -18.2% | +40.8% |
| 5Y | +99.6% | +33.4% | +66.1% | +80.7% |
| All | +303.0% | +157.3% | +145.7% | +186.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling