+333.2%
MNST vs RGEN
+450.6%
-117.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.2% |
| 7D | -6.9% | -3.1% | -3.7% | -6.5% |
| 30D | +3.7% | +0.1% | +3.7% | +3.6% |
| 3M | -0.3% | +4.8% | -5.0% | -1.5% |
| 6M | +5.1% | +48.9% | -43.8% | -2.1% |
| YTD | +18.4% | +5.3% | +13.1% | +15.7% |
| 1Y | +26.3% | +12.5% | +13.8% | +22.0% |
| 3Y | +64.3% | +17.0% | +47.3% | +50.9% |
| 5Y | +96.8% | -35.4% | +132.2% | +92.5% |
| 10Y | +333.2% | +434.6% | -101.4% | +173.3% |
| All | +333.2% | +450.6% | -117.4% | +173.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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