+77.9%
MNST vs NTR
+55.5%
+22.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.8% | -0.7% |
| 7D | -3.6% | +0.5% | -4.1% | -3.6% |
| 30D | -6.3% | +21.7% | -28.0% | -7.7% |
| 3M | -5.0% | +22.8% | -27.7% | -6.4% |
| 6M | +13.1% | +8.2% | +4.9% | +12.2% |
| YTD | +11.8% | +32.9% | -21.2% | +8.8% |
| 1Y | +35.2% | +45.3% | -10.1% | +30.4% |
| 3Y | +52.0% | +41.7% | +10.3% | +45.5% |
| 5Y | +77.9% | +49.8% | +28.0% | +59.5% |
| All | +77.9% | +55.5% | +22.3% | +59.5% |
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