+303.0%
MNST vs PRU
+115.4%
+187.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.6% | -1.8% | -3.6% |
| 7D | -3.4% | +2.4% | -5.8% | -4.1% |
| 30D | +6.6% | +6.1% | +0.5% | +4.8% |
| 3M | -2.9% | -0.7% | -2.2% | -2.7% |
| 6M | +18.4% | +22.1% | -3.6% | +11.7% |
| YTD | +19.3% | +9.8% | +9.5% | +15.5% |
| 1Y | +37.9% | +19.4% | +18.5% | +30.2% |
| 3Y | +62.9% | +50.4% | +12.5% | +40.5% |
| 5Y | +99.6% | +37.2% | +62.4% | +74.9% |
| All | +303.0% | +115.4% | +187.6% | +251.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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