+62.9%
MNST vs ONTO
+45.4%
+17.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +11.1% | -15.5% | -4.3% |
| 7D | -3.4% | -14.0% | +10.6% | -3.4% |
| 30D | +6.6% | -43.1% | +49.7% | +6.7% |
| 3M | -2.9% | -35.5% | +32.6% | -3.1% |
| 6M | +18.4% | -41.1% | +59.5% | +18.1% |
| YTD | +19.3% | +9.8% | +9.5% | +17.9% |
| 1Y | +37.9% | +31.5% | +6.4% | +36.2% |
| 3Y | +62.9% | +45.2% | +17.7% | +53.7% |
| All | +62.9% | +45.4% | +17.5% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 3y: compounded portfolio wealth divided by compounded ONTO 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…
3y analysis · Full analysis span regression · 6 months rolling