+151.4%
MNST vs OPEN
-70.7%
+222.1%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.6% |
| 7D | -6.5% | -4.3% | -2.2% | -6.4% |
| 30D | -7.2% | -16.2% | +9.0% | -6.7% |
| 3M | -1.0% | -36.4% | +35.3% | +0.2% |
| 6M | +11.5% | -35.5% | +46.9% | +12.6% |
| YTD | +14.3% | -46.0% | +60.3% | +15.9% |
| 1Y | +38.1% | -47.1% | +85.3% | +38.0% |
| 3Y | +55.0% | -19.0% | +74.0% | +46.0% |
| 5Y | +79.6% | -83.6% | +163.2% | +71.5% |
| All | +151.4% | -70.7% | +222.1% | +123.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 all: compounded portfolio wealth divided by compounded OPEN 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…
all analysis · Full analysis span regression · 6 months rolling