+36.9%
MNST vs O
+9.0%
+27.9%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.2% | -1.4% |
| 7D | -4.1% | -0.6% | -3.5% | -3.9% |
| 30D | -4.5% | -2.0% | -2.5% | -3.9% |
| 3M | -2.5% | +3.0% | -5.5% | -3.1% |
| 6M | +14.1% | -3.6% | +17.8% | +15.4% |
| YTD | +12.6% | +12.1% | +0.5% | +11.2% |
| 1Y | +36.9% | +8.9% | +28.1% | +36.2% |
| All | +36.9% | +9.0% | +27.9% | +36.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling