+313.1%
MNST vs NDAQ
+484.3%
-171.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.7% |
| 7D | -5.0% | -0.1% | -4.8% | -4.9% |
| 30D | +4.6% | +15.9% | -11.3% | -1.4% |
| 3M | +1.0% | +15.1% | -14.1% | -4.6% |
| 6M | +5.8% | +22.9% | -17.1% | -3.2% |
| YTD | +19.1% | +12.8% | +6.2% | +11.8% |
| 1Y | +30.9% | +26.0% | +4.9% | +17.0% |
| 3Y | +65.7% | +119.7% | -54.0% | +12.6% |
| 5Y | +99.0% | +65.4% | +33.6% | +51.7% |
| 10Y | +313.1% | +469.3% | -156.2% | +85.0% |
| All | +313.1% | +484.3% | -171.2% | +85.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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