+346.0%
MNST vs RBA
+204.3%
+141.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.8% | +0.7% |
| 7D | -4.7% | -0.5% | -4.2% | -4.6% |
| 30D | +5.2% | +6.8% | -1.6% | +3.6% |
| 3M | -0.9% | +9.5% | -10.3% | -3.0% |
| 6M | +6.1% | -8.2% | +14.3% | +7.2% |
| YTD | +18.9% | -7.7% | +26.6% | +19.3% |
| 1Y | +29.3% | -6.9% | +36.2% | +29.4% |
| 3Y | +64.9% | +61.6% | +3.2% | +42.3% |
| 5Y | +98.0% | +44.7% | +53.3% | +71.7% |
| All | +346.0% | +204.3% | +141.7% | +213.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling