+77.9%
MNST vs PEG
+33.9%
+44.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.4% |
| 7D | -3.6% | -0.1% | -3.5% | -3.5% |
| 30D | -6.3% | -1.7% | -4.5% | -5.9% |
| 3M | -5.0% | -6.8% | +1.8% | -3.3% |
| 6M | +13.1% | -11.4% | +24.5% | +16.5% |
| YTD | +11.8% | -7.2% | +19.0% | +13.6% |
| 1Y | +35.2% | -6.1% | +41.4% | +36.8% |
| 3Y | +52.0% | +31.8% | +20.2% | +33.5% |
| 5Y | +77.9% | +35.6% | +42.2% | +52.1% |
| All | +77.9% | +33.9% | +44.0% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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