+56.6%
MNST vs GEN
+58.9%
-2.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | -0.2% |
| 7D | -6.5% | -1.2% | -5.3% | -6.3% |
| 30D | -7.2% | +10.1% | -17.4% | -9.1% |
| 3M | -1.0% | +16.1% | -17.1% | -4.1% |
| 6M | +11.5% | +38.9% | -27.4% | +3.4% |
| YTD | +14.3% | +14.4% | -0.1% | +9.5% |
| 1Y | +38.1% | +5.9% | +32.3% | +34.2% |
| All | +56.6% | +58.9% | -2.3% | +33.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling