+99.0%
MNST vs MDY
+36.2%
+62.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.2% | -3.3% | -1.6% |
| 7D | -5.0% | +0.7% | -5.6% | -5.3% |
| 30D | +4.6% | +1.3% | +3.3% | +3.9% |
| 3M | +1.0% | -4.1% | +5.1% | +2.9% |
| 6M | +5.8% | +1.0% | +4.8% | +4.9% |
| YTD | +19.1% | +13.3% | +5.7% | +11.5% |
| 1Y | +30.9% | +15.7% | +15.2% | +21.2% |
| 3Y | +65.7% | +59.6% | +6.2% | +23.4% |
| 5Y | +99.0% | +36.3% | +62.6% | +69.5% |
| All | +99.0% | +36.2% | +62.8% | +69.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling