+215.5%
MNST vs OTIS
+91.8%
+123.6%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.4% |
| 7D | -3.6% | -2.2% | -1.4% | -2.9% |
| 30D | -6.3% | -4.3% | -2.0% | -4.9% |
| 3M | -5.0% | -2.2% | -2.8% | -4.4% |
| 6M | +13.1% | -19.9% | +33.0% | +21.3% |
| YTD | +11.8% | -19.3% | +31.1% | +19.2% |
| 1Y | +35.2% | -19.6% | +54.8% | +44.1% |
| 3Y | +52.0% | -11.5% | +63.5% | +54.2% |
| 5Y | +77.9% | -16.8% | +94.6% | +79.5% |
| All | +215.5% | +91.8% | +123.6% | +169.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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