+80.7%
MNST vs NXT
+213.5%
-132.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.5% | +0.4% | +1.9% |
| 7D | +1.6% | -9.4% | +11.0% | +1.9% |
| 30D | +5.1% | +15.1% | -10.0% | +4.5% |
| 3M | -0.5% | -9.1% | +8.6% | -0.3% |
| 6M | +8.1% | -30.3% | +38.4% | +9.1% |
| YTD | +21.2% | +9.1% | +12.1% | +20.1% |
| 1Y | +30.7% | +7.9% | +22.8% | +29.5% |
| 3Y | +67.3% | +176.5% | -109.2% | +54.3% |
| All | +80.7% | +213.5% | -132.8% | +67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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