+108.8%
MNST vs MSCI
+4.3%
+104.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.7% | +0.8% | -1.2% |
| 7D | +3.2% | +6.0% | -2.8% | +1.6% |
| 30D | +10.6% | +18.2% | -7.6% | +5.7% |
| 3M | +1.3% | +15.1% | -13.8% | -2.5% |
| 6M | +26.2% | +13.7% | +12.5% | +21.3% |
| YTD | +24.8% | +15.6% | +9.2% | +18.6% |
| 1Y | +40.9% | +16.3% | +24.6% | +33.6% |
| 3Y | +72.2% | +36.9% | +35.3% | +50.7% |
| 5Y | +108.8% | +6.3% | +102.5% | +88.5% |
| All | +108.8% | +4.3% | +104.5% | +88.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling