+241.7%
MNST vs PTC
+224.0%
+17.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.0% | +5.4% | +0.9% |
| 7D | -6.5% | -10.3% | +3.8% | -4.0% |
| 30D | -7.2% | +1.1% | -8.4% | -7.7% |
| 3M | -1.0% | +1.6% | -2.6% | -2.2% |
| 6M | +11.5% | -13.5% | +25.0% | +14.4% |
| YTD | +14.3% | -19.1% | +33.4% | +18.9% |
| 1Y | +38.1% | -33.9% | +72.0% | +51.4% |
| 3Y | +55.0% | -3.9% | +58.9% | +48.3% |
| 5Y | +79.6% | +6.0% | +73.6% | +63.5% |
| All | +241.7% | +224.0% | +17.7% | +124.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 10y: compounded portfolio wealth divided by compounded PTC 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…
10y analysis · Full analysis span regression · 6 months rolling