+62.9%
MNST vs JCI
+174.6%
-111.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.7% | -7.1% | -4.5% |
| 7D | -3.4% | -9.4% | +6.0% | -3.1% |
| 30D | +6.6% | -13.4% | +20.0% | +7.1% |
| 3M | -2.9% | -12.4% | +9.5% | -2.5% |
| 6M | +18.4% | -5.1% | +23.6% | +18.1% |
| YTD | +19.3% | +13.7% | +5.5% | +17.4% |
| 1Y | +37.9% | +11.4% | +26.5% | +35.9% |
| 3Y | +62.9% | +175.9% | -113.0% | +49.4% |
| All | +62.9% | +174.6% | -111.7% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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