+240.4%
MNST vs RMD
+265.7%
-25.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.2% | +1.7% | -0.6% |
| 7D | -4.1% | -4.5% | +0.4% | -2.8% |
| 30D | -4.5% | +4.6% | -9.1% | -5.8% |
| 3M | -2.5% | +14.8% | -17.2% | -6.5% |
| 6M | +14.1% | -12.1% | +26.2% | +17.7% |
| YTD | +12.6% | -7.5% | +20.0% | +14.0% |
| 1Y | +36.9% | -20.1% | +57.0% | +44.5% |
| 3Y | +53.1% | +53.9% | -0.8% | +25.9% |
| 5Y | +78.2% | -22.2% | +100.4% | +81.4% |
| 10Y | +240.4% | +268.2% | -27.8% | +135.6% |
| All | +240.4% | +265.7% | -25.3% | +135.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RMD 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling