+313.1%
MNST vs RBA
+236.6%
+76.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.7% |
| 7D | -5.0% | +2.5% | -7.5% | -5.5% |
| 30D | +4.6% | +11.6% | -7.0% | +2.0% |
| 3M | +1.0% | +1.5% | -0.5% | +0.5% |
| 6M | +5.8% | -6.6% | +12.4% | +6.5% |
| YTD | +19.1% | -6.3% | +25.3% | +19.1% |
| 1Y | +30.9% | -4.0% | +34.9% | +30.0% |
| 3Y | +65.7% | +47.3% | +18.5% | +46.5% |
| 5Y | +99.0% | +47.7% | +51.3% | +72.1% |
| 10Y | +313.1% | +224.7% | +88.3% | +190.3% |
| All | +313.1% | +236.6% | +76.5% | +190.3% |
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