+84.2%
MNST vs MOS
-8.7%
+92.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.7% |
| 7D | -6.5% | +9.5% | -16.0% | -7.0% |
| 30D | -7.2% | +10.4% | -17.6% | -7.8% |
| 3M | -1.0% | +12.9% | -13.9% | -1.9% |
| 6M | +11.5% | +1.2% | +10.2% | +11.1% |
| YTD | +14.3% | +9.3% | +5.0% | +13.2% |
| 1Y | +38.1% | -18.0% | +56.1% | +39.0% |
| 3Y | +55.0% | -29.0% | +84.0% | +55.3% |
| All | +84.2% | -8.7% | +92.9% | +70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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