+240.4%
MNST vs RGEN
+406.9%
-166.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.6% |
| 7D | -4.1% | -0.9% | -3.2% | -4.0% |
| 30D | -4.5% | +2.8% | -7.3% | -5.0% |
| 3M | -2.5% | +34.5% | -36.9% | -7.1% |
| 6M | +14.1% | +40.5% | -26.3% | +7.3% |
| YTD | +12.6% | +2.8% | +9.7% | +10.9% |
| 1Y | +36.9% | +39.6% | -2.7% | +27.8% |
| 3Y | +53.1% | +4.4% | +48.7% | +43.6% |
| 5Y | +78.2% | -42.8% | +121.0% | +78.6% |
| 10Y | +240.4% | +406.7% | -166.3% | +130.4% |
| All | +240.4% | +406.9% | -166.5% | +130.4% |
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