+84.2%
MNST vs RGEN
-42.4%
+126.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.5% |
| 7D | -6.5% | -4.9% | -1.6% | -6.0% |
| 30D | -7.2% | +5.7% | -12.9% | -7.8% |
| 3M | -1.0% | +32.4% | -33.5% | -4.2% |
| 6M | +11.5% | +33.2% | -21.7% | +7.4% |
| YTD | +14.3% | +2.3% | +12.0% | +13.3% |
| 1Y | +38.1% | +39.0% | -0.9% | +31.7% |
| 3Y | +55.0% | -4.6% | +59.6% | +50.2% |
| All | +84.2% | -42.4% | +126.6% | +72.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling