+241.7%
MNST vs PRU
+142.7%
+99.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.3% |
| 7D | -6.5% | +1.9% | -8.3% | -7.0% |
| 30D | -7.2% | +2.7% | -9.9% | -8.0% |
| 3M | -1.0% | +19.5% | -20.5% | -6.0% |
| 6M | +11.5% | +26.6% | -15.2% | +4.0% |
| YTD | +14.3% | +12.3% | +2.0% | +10.0% |
| 1Y | +38.1% | +18.0% | +20.1% | +30.7% |
| 3Y | +55.0% | +47.0% | +8.0% | +34.8% |
| 5Y | +79.6% | +48.4% | +31.2% | +53.7% |
| All | +241.7% | +142.7% | +99.1% | +159.9% |
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