+248.4%
MNST vs MDY
+170.4%
+78.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.3% | -0.1% |
| 7D | -3.6% | -0.8% | -2.8% | -3.1% |
| 30D | -6.3% | -3.9% | -2.4% | -4.2% |
| 3M | -5.0% | 0.0% | -4.9% | -5.1% |
| 6M | +13.1% | +8.5% | +4.6% | +7.5% |
| YTD | +11.8% | +13.2% | -1.5% | +3.4% |
| 1Y | +35.2% | +15.0% | +20.2% | +23.5% |
| 3Y | +52.0% | +49.6% | +2.4% | +14.9% |
| 5Y | +77.9% | +46.0% | +31.8% | +35.2% |
| 10Y | +248.4% | +176.4% | +72.1% | +77.5% |
| All | +248.4% | +170.4% | +78.0% | +77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling