+241.7%
MNST vs MSCI
+610.9%
-369.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -6.5% | +0.4% | -6.9% | -6.6% |
| 30D | -7.2% | +0.6% | -7.8% | -7.4% |
| 3M | -1.0% | -7.1% | +6.1% | +1.1% |
| 6M | +11.5% | +0.8% | +10.7% | +10.2% |
| YTD | +14.3% | +1.0% | +13.3% | +12.3% |
| 1Y | +38.1% | +4.3% | +33.8% | +33.5% |
| 3Y | +55.0% | +9.9% | +45.0% | +43.0% |
| 5Y | +79.6% | -6.8% | +86.4% | +70.7% |
| All | +241.7% | +610.9% | -369.1% | +54.6% |
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