+303.0%
MNST vs O
+69.5%
+233.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.8% | -3.6% | -4.1% |
| 7D | -3.4% | +3.7% | -7.1% | -4.7% |
| 30D | +6.6% | +11.2% | -4.6% | +2.7% |
| 3M | -2.9% | -4.0% | +1.1% | -1.5% |
| 6M | +18.4% | -5.2% | +23.7% | +20.6% |
| YTD | +19.3% | +9.5% | +9.8% | +15.2% |
| 1Y | +37.9% | +10.6% | +27.3% | +32.7% |
| 3Y | +62.9% | +38.1% | +24.8% | +43.8% |
| 5Y | +99.6% | +10.2% | +89.4% | +90.1% |
| All | +303.0% | +69.5% | +233.5% | +225.2% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling