+313.1%
MNST vs PBF
+299.9%
+13.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.4% | -3.6% | -0.3% |
| 7D | -5.0% | -7.4% | +2.4% | -4.6% |
| 30D | +4.6% | -17.5% | +22.1% | +5.5% |
| 3M | +1.0% | +13.1% | -12.1% | +0.1% |
| 6M | +5.8% | +72.6% | -66.9% | +2.2% |
| YTD | +19.1% | +161.2% | -142.1% | +11.6% |
| 1Y | +30.9% | +93.3% | -62.4% | +24.8% |
| 3Y | +65.7% | +80.7% | -15.0% | +56.0% |
| 5Y | +99.0% | +396.1% | -297.1% | +69.9% |
| 10Y | +313.1% | +252.3% | +60.8% | +234.5% |
| All | +313.1% | +299.9% | +13.2% | +234.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 PBF 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