+84.2%
MNST vs MUB
+2.2%
+82.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -6.5% | -0.9% | -5.6% | -5.7% |
| 30D | -7.2% | -1.4% | -5.8% | -5.9% |
| 3M | -1.0% | -2.2% | +1.1% | +1.2% |
| 6M | +11.5% | -1.9% | +13.4% | +13.7% |
| YTD | +14.3% | -0.8% | +15.1% | +15.4% |
| 1Y | +38.1% | +2.7% | +35.4% | +35.0% |
| 3Y | +55.0% | +8.6% | +46.4% | +42.9% |
| All | +84.2% | +2.2% | +82.0% | +94.0% |
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