+313.1%
MNST vs OMC
+56.1%
+257.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.5% | -2.6% | -0.8% |
| 7D | -5.0% | +5.4% | -10.3% | -6.2% |
| 30D | +4.6% | +15.7% | -11.1% | +0.6% |
| 3M | +1.0% | +4.9% | -3.9% | -0.4% |
| 6M | +5.8% | +17.3% | -11.5% | +1.0% |
| YTD | +19.1% | +13.0% | +6.0% | +13.8% |
| 1Y | +30.9% | +24.1% | +6.8% | +21.5% |
| 3Y | +65.7% | +31.2% | +34.5% | +48.0% |
| 5Y | +99.0% | +53.4% | +45.6% | +65.4% |
| 10Y | +313.1% | +55.5% | +257.5% | +218.2% |
| All | +313.1% | +56.1% | +257.0% | +218.2% |
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