+30.3%
MNST vs PSX
+89.2%
-58.9%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.0% | -3.1% | -0.2% |
| 7D | -5.0% | -8.0% | +3.0% | -5.0% |
| 30D | +4.6% | -9.0% | +13.6% | +4.5% |
| 3M | +1.0% | +24.7% | -23.7% | +1.9% |
| 6M | +5.8% | +49.3% | -43.6% | +7.8% |
| YTD | +19.1% | +100.2% | -81.1% | +22.2% |
| All | +30.3% | +89.2% | -58.9% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling