+79.7%
MNST vs MRSH
+19.1%
+60.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | -2.2% | -5.9% | +3.7% | +0.2% |
| 30D | -5.4% | -7.3% | +1.9% | -2.4% |
| 3M | -5.5% | +6.7% | -12.2% | -8.3% |
| 6M | +12.4% | +3.0% | +9.4% | +10.0% |
| YTD | +12.4% | -2.9% | +15.3% | +12.6% |
| 1Y | +37.2% | -9.0% | +46.1% | +41.3% |
| 3Y | +52.9% | -4.3% | +57.2% | +49.8% |
| 5Y | +79.7% | +19.4% | +60.3% | +47.0% |
| All | +79.7% | +19.1% | +60.6% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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