+313.1%
MNST vs MSCI
+799.4%
-486.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.5% |
| 7D | -5.0% | +1.5% | -6.4% | -5.4% |
| 30D | +4.6% | +14.4% | -9.8% | -0.1% |
| 3M | +1.0% | +15.2% | -14.2% | -3.8% |
| 6M | +5.8% | +11.2% | -5.4% | +1.4% |
| YTD | +19.1% | +13.9% | +5.1% | +12.1% |
| 1Y | +30.9% | +12.5% | +18.4% | +23.8% |
| 3Y | +65.7% | +32.3% | +33.4% | +43.2% |
| 5Y | +99.0% | +4.9% | +94.1% | +82.1% |
| 10Y | +313.1% | +779.7% | -466.6% | +78.1% |
| All | +313.1% | +799.4% | -486.3% | +78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling