+56.6%
MNST vs PWR
+195.8%
-139.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.6% |
| 7D | -6.5% | +3.6% | -10.1% | -6.5% |
| 30D | -7.2% | -8.6% | +1.4% | -7.2% |
| 3M | -1.0% | -13.2% | +12.1% | -1.0% |
| 6M | +11.5% | +9.9% | +1.6% | +10.9% |
| YTD | +14.3% | +48.0% | -33.7% | +13.5% |
| 1Y | +38.1% | +66.2% | -28.0% | +36.8% |
| All | +56.6% | +195.8% | -139.2% | +49.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling