+36.9%
MNST vs PSX
+102.1%
-65.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.6% | -3.1% | -1.4% |
| 7D | -4.1% | +2.8% | -6.9% | -3.9% |
| 30D | -4.5% | +27.8% | -32.3% | -3.3% |
| 3M | -2.5% | +42.0% | -44.5% | -0.6% |
| 6M | +14.1% | +58.1% | -44.0% | +17.6% |
| YTD | +12.6% | +105.0% | -92.5% | +18.3% |
| 1Y | +36.9% | +104.9% | -68.0% | +45.1% |
| All | +36.9% | +102.1% | -65.1% | +45.1% |
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