+2,238.1%
MNST vs MUB
+78.3%
+2,159.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.1% | -4.5% | -4.5% |
| 7D | -3.4% | +0.7% | -4.1% | -3.9% |
| 30D | +6.6% | +4.4% | +2.3% | +3.8% |
| 3M | -2.9% | -0.2% | -2.7% | -2.8% |
| 6M | +18.4% | -0.6% | +19.1% | +18.9% |
| YTD | +19.3% | +0.3% | +18.9% | +19.1% |
| 1Y | +37.9% | +0.8% | +37.1% | +37.3% |
| 3Y | +62.9% | +12.0% | +50.9% | +52.1% |
| 5Y | +99.6% | +3.4% | +96.1% | +95.1% |
| 10Y | +305.7% | +20.7% | +285.0% | +274.7% |
| All | +2,238.1% | +78.3% | +2,159.9% | +1,688.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling