+49.3%
MNST vs KVUE
-17.7%
+67.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.3% | -1.2% |
| 7D | -4.1% | -1.9% | -2.2% | -3.8% |
| 30D | -4.5% | -3.3% | -1.2% | -3.9% |
| 3M | -2.5% | +6.0% | -8.4% | -3.4% |
| 6M | +14.1% | +2.3% | +11.8% | +13.6% |
| YTD | +12.6% | +10.3% | +2.2% | +10.7% |
| 1Y | +36.9% | +4.6% | +32.4% | +36.0% |
| 3Y | +53.1% | -2.2% | +55.3% | +53.7% |
| All | +49.3% | -17.7% | +67.0% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 all: compounded portfolio wealth divided by compounded KVUE 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…
all analysis · Full analysis span regression · 6 months rolling