+78.2%
MNST vs MDY
+47.1%
+31.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.9% | -1.2% |
| 7D | -4.1% | +1.0% | -5.1% | -4.6% |
| 30D | -4.5% | -3.1% | -1.4% | -3.1% |
| 3M | -2.5% | +1.8% | -4.3% | -3.5% |
| 6M | +14.1% | +10.8% | +3.3% | +8.4% |
| YTD | +12.6% | +14.4% | -1.9% | +5.0% |
| 1Y | +36.9% | +15.2% | +21.7% | +27.0% |
| 3Y | +53.1% | +51.2% | +1.9% | +18.5% |
| 5Y | +78.2% | +47.2% | +31.0% | +41.7% |
| All | +78.2% | +47.1% | +31.1% | +41.7% |
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 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