+84.2%
MNST vs PTC
+6.0%
+78.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.0% | +5.4% | +0.5% |
| 7D | -6.5% | -10.3% | +3.8% | -4.6% |
| 30D | -7.2% | +1.1% | -8.4% | -7.6% |
| 3M | -1.0% | +1.6% | -2.6% | -1.8% |
| 6M | +11.5% | -13.5% | +25.0% | +14.1% |
| YTD | +14.3% | -19.1% | +33.4% | +18.5% |
| 1Y | +38.1% | -33.9% | +72.0% | +50.0% |
| 3Y | +55.0% | -3.9% | +58.9% | +45.3% |
| All | +84.2% | +6.0% | +78.1% | +62.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling