+354.7%
MNST vs RBA
+207.2%
+147.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.0% | +1.7% |
| 7D | +1.6% | +1.7% | -0.1% | +1.2% |
| 30D | +5.1% | +8.3% | -3.3% | +3.1% |
| 3M | -0.5% | +10.5% | -11.0% | -2.8% |
| 6M | +8.1% | -5.9% | +14.0% | +8.6% |
| YTD | +21.2% | -6.9% | +28.1% | +21.4% |
| 1Y | +30.7% | -4.9% | +35.6% | +30.1% |
| 3Y | +67.3% | +64.5% | +2.8% | +43.8% |
| 5Y | +101.9% | +46.1% | +55.8% | +74.7% |
| All | +354.7% | +207.2% | +147.6% | +219.0% |
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