+98.0%
MNST vs ONTO
+136.3%
-38.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.5% | +2.9% | +0.5% |
| 7D | -4.7% | +34.4% | -39.1% | -6.1% |
| 30D | +5.2% | -20.4% | +25.7% | +6.3% |
| 3M | -0.9% | -37.8% | +37.0% | +1.3% |
| 6M | +6.1% | -24.6% | +30.7% | +6.0% |
| YTD | +18.9% | +32.8% | -13.9% | +13.0% |
| 1Y | +29.3% | +54.7% | -25.4% | +21.4% |
| 3Y | +64.9% | +54.7% | +10.2% | +42.7% |
| 5Y | +98.0% | +134.0% | -36.0% | +50.1% |
| All | +98.0% | +136.3% | -38.3% | +50.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling