+740.3%
MNST vs PSX
+1,139.4%
-399.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -6.5% | +4.5% | -11.0% | -7.1% |
| 30D | -7.2% | +26.6% | -33.8% | -10.6% |
| 3M | -1.0% | +39.3% | -40.3% | -6.1% |
| 6M | +11.5% | +56.8% | -45.3% | +3.6% |
| YTD | +14.3% | +101.8% | -87.5% | +1.8% |
| 1Y | +38.1% | +99.6% | -61.5% | +22.9% |
| 3Y | +55.0% | +140.3% | -85.4% | +31.2% |
| 5Y | +79.6% | +339.3% | -259.7% | +32.5% |
| 10Y | +241.8% | +369.9% | -128.1% | +134.5% |
| All | +740.3% | +1,139.4% | -399.2% | +377.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling