+354.7%
MNST vs GEN
+152.9%
+201.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.4% | -0.4% | +1.5% |
| 7D | +1.6% | +2.0% | -0.4% | +1.2% |
| 30D | +5.1% | +27.7% | -22.7% | 0.0% |
| 3M | -0.5% | +3.3% | -3.7% | -1.7% |
| 6M | +8.1% | +31.8% | -23.7% | +1.4% |
| YTD | +21.2% | +13.5% | +7.7% | +16.4% |
| 1Y | +30.7% | +16.0% | +14.7% | +24.9% |
| 3Y | +67.3% | +70.6% | -3.3% | +46.5% |
| 5Y | +101.9% | +32.1% | +69.7% | +83.2% |
| All | +354.7% | +152.9% | +201.8% | +222.8% |
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