+328.4%
MNST vs MDY
+171.2%
+157.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.5% |
| 7D | -3.9% | 0.0% | -3.9% | -4.0% |
| 30D | +3.9% | +1.0% | +2.9% | +3.2% |
| 3M | -0.8% | -4.1% | +3.3% | +1.4% |
| 6M | +5.1% | +0.6% | +4.4% | +4.2% |
| YTD | +18.3% | +12.9% | +5.3% | +9.4% |
| 1Y | +29.5% | +14.6% | +14.9% | +18.6% |
| 3Y | +64.0% | +57.1% | +7.0% | +19.9% |
| 5Y | +97.2% | +37.1% | +60.1% | +56.1% |
| 10Y | +328.4% | +171.5% | +156.9% | +145.1% |
| All | +328.4% | +171.2% | +157.3% | +145.1% |
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