+38.1%
MNST vs MCK
+32.0%
+6.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.5% |
| 7D | -6.5% | +1.7% | -8.2% | -6.6% |
| 30D | -7.2% | +3.6% | -10.8% | -7.4% |
| 3M | -1.0% | +20.1% | -21.1% | -1.8% |
| 6M | +11.5% | -7.0% | +18.5% | +12.9% |
| YTD | +14.3% | +11.0% | +3.3% | +14.8% |
| 1Y | +38.1% | +31.8% | +6.3% | +35.3% |
| All | +38.1% | +32.0% | +6.1% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 1y: compounded portfolio wealth divided by compounded MCK 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…
1y analysis · Full analysis span regression · 6 months rolling