+37.9%
MNST vs RGEN
+19.4%
+18.5%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.0% | -7.4% | -4.4% |
| 7D | -3.4% | -1.9% | -1.5% | -3.4% |
| 30D | +6.6% | +3.7% | +2.9% | +6.5% |
| 3M | -2.9% | +8.8% | -11.7% | -3.2% |
| 6M | +18.4% | +38.0% | -19.5% | +17.9% |
| YTD | +19.3% | +5.9% | +13.4% | +19.4% |
| 1Y | +37.9% | +19.7% | +18.2% | +38.2% |
| All | +37.9% | +19.4% | +18.5% | +38.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling