+65.7%
MNST vs PTC
+30.6%
+35.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.2% |
| 7D | -5.0% | +0.8% | -5.8% | -5.0% |
| 30D | +4.6% | +0.7% | +3.9% | +4.5% |
| 3M | +1.0% | +32.6% | -31.6% | -0.5% |
| 6M | +5.8% | +33.6% | -27.8% | +4.0% |
| YTD | +19.1% | +12.4% | +6.6% | +18.1% |
| 1Y | +30.9% | +11.2% | +19.7% | +29.9% |
| 3Y | +65.7% | +31.7% | +34.0% | +57.3% |
| All | +65.7% | +30.6% | +35.2% | +57.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling