+84.2%
MNST vs RBA
+45.3%
+38.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | -6.5% | -2.9% | -3.6% | -6.0% |
| 30D | -7.2% | -12.3% | +5.1% | -5.2% |
| 3M | -1.0% | -20.5% | +19.5% | +2.5% |
| 6M | +11.5% | -18.5% | +30.0% | +14.8% |
| YTD | +14.3% | -18.2% | +32.5% | +17.1% |
| 1Y | +38.1% | -27.5% | +65.6% | +44.8% |
| 3Y | +55.0% | +38.1% | +16.9% | +40.5% |
| All | +84.2% | +45.3% | +38.9% | +61.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling