+99.8%
MNST vs MGY
+35.2%
+64.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +1.9% |
| 7D | +1.6% | +4.5% | -2.9% | +1.4% |
| 30D | +5.1% | -0.4% | +5.5% | +5.0% |
| 3M | -0.5% | -4.3% | +3.9% | -0.4% |
| 6M | +8.1% | -12.9% | +21.0% | +8.7% |
| YTD | +21.2% | +15.2% | +6.0% | +18.8% |
| 1Y | +30.7% | +10.3% | +20.4% | +28.5% |
| 3Y | +67.3% | +23.6% | +43.7% | +60.9% |
| All | +99.8% | +35.2% | +64.6% | +85.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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