+56.6%
MNST vs RGEN
-3.7%
+60.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.5% |
| 7D | -6.5% | -4.9% | -1.6% | -6.2% |
| 30D | -7.2% | +5.7% | -12.9% | -7.6% |
| 3M | -1.0% | +32.4% | -33.5% | -3.1% |
| 6M | +11.5% | +33.2% | -21.7% | +8.8% |
| YTD | +14.3% | +2.3% | +12.0% | +13.8% |
| 1Y | +38.1% | +39.0% | -0.9% | +33.8% |
| All | +56.6% | -3.7% | +60.4% | +54.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling