+241.7%
MNST vs RBA
+187.5%
+54.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | -6.5% | -2.9% | -3.6% | -5.9% |
| 30D | -7.2% | -12.3% | +5.1% | -4.6% |
| 3M | -1.0% | -20.5% | +19.5% | +3.4% |
| 6M | +11.5% | -18.5% | +30.0% | +15.6% |
| YTD | +14.3% | -18.2% | +32.5% | +17.9% |
| 1Y | +38.1% | -27.5% | +65.6% | +46.3% |
| 3Y | +55.0% | +38.1% | +16.9% | +38.7% |
| 5Y | +79.6% | +44.8% | +34.8% | +55.3% |
| All | +241.7% | +187.5% | +54.2% | +145.0% |
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