+98.0%
MNST vs NTR
+21.6%
+76.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.4% |
| 7D | -4.7% | -1.4% | -3.4% | -4.6% |
| 30D | +5.2% | +2.2% | +3.0% | +5.0% |
| 3M | -0.9% | +6.8% | -7.7% | -1.5% |
| 6M | +6.1% | +0.6% | +5.5% | +5.9% |
| YTD | +18.9% | +18.2% | +0.7% | +16.6% |
| 1Y | +29.3% | +21.3% | +8.0% | +26.5% |
| 3Y | +64.9% | +46.6% | +18.2% | +57.0% |
| 5Y | +98.0% | +21.3% | +76.7% | +75.9% |
| All | +98.0% | +21.6% | +76.4% | +75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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