+84.2%
MNST vs P
+276.6%
-192.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.7% |
| 7D | -6.5% | +6.5% | -13.0% | -6.8% |
| 30D | -7.2% | +18.8% | -26.1% | -8.3% |
| 3M | -1.0% | +26.7% | -27.8% | -2.7% |
| 6M | +11.5% | +62.2% | -50.7% | +7.5% |
| YTD | +14.3% | +48.5% | -34.2% | +10.5% |
| 1Y | +38.1% | +26.4% | +11.7% | +33.9% |
| 3Y | +55.0% | +159.4% | -104.4% | +30.5% |
| All | +84.2% | +276.6% | -192.5% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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