+98.0%
MNST vs MUB
+2.8%
+95.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +1.2% |
| 7D | -4.7% | -0.8% | -3.9% | -4.0% |
| 30D | +5.2% | +2.4% | +2.8% | +2.7% |
| 3M | -0.9% | -1.1% | +0.2% | +0.2% |
| 6M | +6.1% | -1.0% | +7.1% | +7.2% |
| YTD | +18.9% | -0.3% | +19.2% | +19.4% |
| 1Y | +29.3% | 0.0% | +29.3% | +29.5% |
| 3Y | +64.9% | +10.2% | +54.7% | +50.2% |
| 5Y | +98.0% | +2.9% | +95.1% | +99.5% |
| All | +98.0% | +2.8% | +95.2% | +99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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