+79.7%
MNST vs PSLV
+148.4%
-68.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.3% | +5.9% | +0.8% |
| 7D | -2.2% | -4.9% | +2.6% | -2.0% |
| 30D | -5.4% | -1.9% | -3.5% | -5.3% |
| 3M | -5.5% | +4.2% | -9.7% | -5.8% |
| 6M | +12.4% | -27.6% | +40.0% | +13.8% |
| YTD | +12.4% | -11.7% | +24.1% | +11.6% |
| 1Y | +37.2% | +49.3% | -12.2% | +31.2% |
| 3Y | +52.9% | +167.1% | -114.3% | +36.8% |
| 5Y | +79.7% | +151.7% | -72.0% | +52.1% |
| All | +79.7% | +148.4% | -68.7% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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