+99.0%
MNST vs MSCI
+4.7%
+94.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.4% |
| 7D | -5.0% | +1.5% | -6.4% | -5.3% |
| 30D | +4.6% | +14.4% | -9.8% | +0.9% |
| 3M | +1.0% | +15.2% | -14.2% | -2.8% |
| 6M | +5.8% | +11.2% | -5.4% | +2.3% |
| YTD | +19.1% | +13.9% | +5.1% | +13.6% |
| 1Y | +30.9% | +12.5% | +18.4% | +25.3% |
| 3Y | +65.7% | +32.3% | +33.4% | +46.8% |
| 5Y | +99.0% | +4.9% | +94.1% | +81.5% |
| All | +99.0% | +4.7% | +94.3% | +81.5% |
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