+79.7%
MNST vs MKSI
+81.7%
-2.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +0.8% |
| 7D | -2.2% | +4.9% | -7.1% | -2.7% |
| 30D | -5.4% | -11.0% | +5.6% | -4.5% |
| 3M | -5.5% | -17.1% | +11.6% | -5.0% |
| 6M | +12.4% | +16.4% | -4.1% | +8.7% |
| YTD | +12.4% | +64.3% | -51.9% | +4.6% |
| 1Y | +37.2% | +137.7% | -100.6% | +21.3% |
| 3Y | +52.9% | +189.1% | -136.2% | +23.4% |
| 5Y | +79.7% | +83.1% | -3.4% | +62.3% |
| All | +79.7% | +81.7% | -2.0% | +62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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