+769.4%
MNST vs PSX
+1,118.1%
-348.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.3% | -0.5% |
| 7D | -3.9% | -7.8% | +3.9% | -2.8% |
| 30D | +3.9% | -9.9% | +13.8% | +5.4% |
| 3M | -0.8% | +16.9% | -17.8% | -3.4% |
| 6M | +5.1% | +48.0% | -42.9% | -1.4% |
| YTD | +18.3% | +98.3% | -80.1% | +5.4% |
| 1Y | +29.5% | +86.2% | -56.7% | +16.4% |
| 3Y | +64.0% | +144.0% | -79.9% | +38.4% |
| 5Y | +97.2% | +287.7% | -190.5% | +49.1% |
| 10Y | +328.4% | +338.3% | -9.9% | +196.5% |
| All | +769.4% | +1,118.1% | -348.7% | +394.1% |
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