+438,564.8%
MNST vs MCK
+6,898.6%
+431,666.2%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | -3.6% | -3.6% | 0.0% | -2.9% |
| 30D | -6.3% | +1.4% | -7.7% | -6.6% |
| 3M | -5.0% | +13.8% | -18.8% | -7.6% |
| 6M | +13.1% | -5.2% | +18.3% | +13.9% |
| YTD | +11.8% | +9.0% | +2.7% | +8.9% |
| 1Y | +35.2% | +26.9% | +8.4% | +27.6% |
| 3Y | +52.0% | +114.7% | -62.7% | +28.2% |
| 5Y | +77.9% | +347.1% | -269.3% | +29.2% |
| 10Y | +248.4% | +446.4% | -198.0% | +134.8% |
| All | +438,564.8% | +6,898.6% | +431,666.2% | +380,707.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling