+245.6%
MNST vs NDAQ
+382.2%
-136.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | +0.1% |
| 7D | -6.5% | -2.4% | -4.0% | -5.6% |
| 30D | -7.2% | +2.5% | -9.7% | -8.1% |
| 3M | -1.0% | +9.9% | -10.9% | -5.0% |
| 6M | +11.5% | +9.4% | +2.1% | +6.8% |
| YTD | +14.3% | +0.4% | +13.9% | +12.6% |
| 1Y | +38.1% | +4.0% | +34.1% | +33.6% |
| 3Y | +55.0% | +94.4% | -39.4% | +10.6% |
| 5Y | +79.6% | +56.7% | +22.9% | +38.9% |
| All | +245.6% | +382.2% | -136.6% | +69.6% |
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