+65.7%
MNST vs MDY
+57.1%
+8.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.2% | -3.3% | -1.0% |
| 7D | -5.0% | +0.7% | -5.6% | -5.1% |
| 30D | +4.6% | +1.3% | +3.3% | +4.2% |
| 3M | +1.0% | -4.1% | +5.1% | +2.0% |
| 6M | +5.8% | +1.0% | +4.8% | +5.3% |
| YTD | +19.1% | +13.3% | +5.7% | +14.9% |
| 1Y | +30.9% | +15.7% | +15.2% | +25.6% |
| 3Y | +65.7% | +59.6% | +6.2% | +44.7% |
| All | +65.7% | +57.1% | +8.6% | +44.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling