+84.2%
MNST vs OTIS
-15.5%
+99.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | -6.5% | -0.7% | -5.7% | -6.2% |
| 30D | -7.2% | -2.0% | -5.2% | -6.5% |
| 3M | -1.0% | +2.6% | -3.6% | -2.2% |
| 6M | +11.5% | -20.9% | +32.4% | +21.9% |
| YTD | +14.3% | -17.1% | +31.4% | +22.2% |
| 1Y | +38.1% | -15.9% | +54.0% | +46.2% |
| 3Y | +55.0% | -12.7% | +67.7% | +56.1% |
| All | +84.2% | -15.5% | +99.7% | +78.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling