+45.8%
MNST vs NRG
-50.8%
+96.6%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -13.5% | +16.8% | +2.8% |
| 7D | +6.8% | -13.7% | +20.5% | +6.2% |
| 30D | +12.0% | -13.6% | +25.6% | +11.4% |
| 3M | +3.5% | -28.5% | +32.0% | +2.7% |
| 6M | +29.7% | -45.8% | +75.4% | +29.3% |
| YTD | +27.2% | -46.9% | +74.1% | +27.4% |
| 1Y | +45.8% | -49.7% | +95.5% | +45.3% |
| All | +45.8% | -50.8% | +96.6% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 1y: compounded portfolio wealth divided by compounded NRG 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…
1y analysis · Full analysis span regression · 6 months rolling