+79.1%
MNST vs QSR
+45.8%
+33.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.8% | -0.7% |
| 7D | -4.1% | +0.1% | -4.2% | -4.1% |
| 30D | -4.5% | +5.9% | -10.4% | -6.3% |
| 3M | -2.5% | +10.5% | -12.9% | -5.8% |
| 6M | +14.1% | +7.7% | +6.4% | +10.8% |
| YTD | +12.6% | +16.8% | -4.2% | +5.8% |
| 1Y | +36.9% | +30.9% | +6.1% | +22.7% |
| 3Y | +53.1% | +28.2% | +24.9% | +33.7% |
| All | +79.1% | +45.8% | +33.3% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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