+99.8%
MNST vs NDAQ
+66.7%
+33.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.1% | +2.0% |
| 7D | +1.6% | +1.3% | +0.4% | +1.2% |
| 30D | +5.1% | +18.0% | -12.9% | +0.2% |
| 3M | -0.5% | +11.5% | -12.0% | -3.6% |
| 6M | +8.1% | +21.1% | -12.9% | +2.1% |
| YTD | +21.2% | +12.8% | +8.4% | +16.2% |
| 1Y | +30.7% | +25.7% | +5.0% | +20.6% |
| 3Y | +67.3% | +116.8% | -49.5% | +23.4% |
| All | +99.8% | +66.7% | +33.1% | +61.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling