+84.2%
MNST vs PSA
+13.6%
+70.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.2% |
| 7D | -6.5% | -3.7% | -2.8% | -5.4% |
| 30D | -7.2% | -7.7% | +0.5% | -4.9% |
| 3M | -1.0% | -0.6% | -0.4% | -0.9% |
| 6M | +11.5% | -0.9% | +12.4% | +11.5% |
| YTD | +14.3% | +18.7% | -4.4% | +8.0% |
| 1Y | +38.1% | +7.6% | +30.5% | +34.4% |
| 3Y | +55.0% | +23.7% | +31.3% | +42.1% |
| All | +84.2% | +13.6% | +70.6% | +75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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