+333.2%
MNST vs MSI
+683.5%
-350.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.4% |
| 7D | -6.9% | +7.7% | -14.6% | -9.4% |
| 30D | +3.7% | +19.9% | -16.2% | -2.9% |
| 3M | -0.3% | +14.9% | -15.2% | -5.3% |
| 6M | +5.1% | +37.2% | -32.2% | -6.7% |
| YTD | +18.4% | +40.8% | -22.3% | +2.4% |
| 1Y | +26.3% | +38.1% | -11.9% | +9.9% |
| 3Y | +64.3% | +77.7% | -13.4% | +25.0% |
| 5Y | +96.8% | +129.0% | -32.2% | +31.9% |
| 10Y | +333.2% | +671.3% | -338.1% | +91.7% |
| All | +333.2% | +683.5% | -350.3% | +91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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