+354.7%
MNST vs OMC
+53.0%
+301.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.6% | +1.6% |
| 7D | +1.6% | +1.9% | -0.2% | +1.1% |
| 30D | +5.1% | +12.2% | -7.1% | +1.9% |
| 3M | -0.5% | +0.6% | -1.1% | -0.8% |
| 6M | +8.1% | +21.0% | -12.9% | +2.4% |
| YTD | +21.2% | +12.4% | +8.8% | +16.0% |
| 1Y | +30.7% | +25.4% | +5.3% | +20.9% |
| 3Y | +67.3% | +29.2% | +38.1% | +50.1% |
| 5Y | +101.9% | +52.6% | +49.3% | +67.9% |
| All | +354.7% | +53.0% | +301.7% | +252.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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