+29.5%
MNST vs PWR
+28.2%
+1.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.8% | -0.7% |
| 7D | -3.9% | -11.2% | +7.3% | -4.3% |
| 30D | +3.9% | -17.4% | +21.3% | +3.3% |
| 3M | -0.8% | -11.7% | +10.9% | -1.2% |
| 6M | +5.1% | -21.7% | +26.8% | +4.8% |
| YTD | +18.3% | +38.3% | -20.0% | +15.5% |
| 1Y | +29.5% | +29.6% | -0.1% | +25.5% |
| All | +29.5% | +28.2% | +1.2% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 1y: compounded portfolio wealth divided by compounded PWR 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…
1y analysis · Full analysis span regression · 6 months rolling