+101.3%
MNST vs PSA
+30.3%
+71.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.9% | -3.5% | -4.1% |
| 7D | -3.4% | +3.9% | -7.3% | -4.6% |
| 30D | +6.6% | +19.7% | -13.0% | +0.7% |
| 3M | -2.9% | +4.3% | -7.1% | -4.2% |
| 6M | +18.4% | +11.4% | +7.1% | +14.2% |
| YTD | +19.3% | +33.9% | -14.7% | +8.1% |
| 1Y | +37.9% | +28.3% | +9.6% | +26.6% |
| 3Y | +62.9% | +53.5% | +9.4% | +37.9% |
| All | +101.3% | +30.3% | +71.0% | +69.5% |
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