+45.8%
MNST vs PBR
+74.7%
-28.9%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -7.0% | +10.3% | +2.9% |
| 7D | +6.8% | -11.0% | +17.8% | +6.1% |
| 30D | +12.0% | -18.8% | +30.8% | +10.9% |
| 3M | +3.5% | +7.8% | -4.3% | +4.3% |
| 6M | +29.7% | -7.6% | +37.2% | +30.5% |
| YTD | +27.2% | +72.7% | -45.5% | +17.7% |
| 1Y | +45.8% | +72.9% | -27.1% | +32.1% |
| All | +45.8% | +74.7% | -28.9% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 1y: compounded portfolio wealth divided by compounded PBR 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…
1y analysis · Full analysis span regression · 6 months rolling