+251.2%
MNST vs RRX
+228.4%
+22.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | 0.0% |
| 7D | -1.0% | -0.3% | -0.6% | -0.9% |
| 30D | -5.6% | -6.1% | +0.5% | -4.5% |
| 3M | -5.7% | -23.1% | +17.4% | -1.7% |
| 6M | +12.0% | -19.5% | +31.5% | +14.6% |
| YTD | +13.2% | +16.1% | -2.9% | +6.4% |
| 1Y | +36.1% | +12.9% | +23.1% | +27.7% |
| 3Y | +52.9% | +7.9% | +44.9% | +38.1% |
| 5Y | +81.0% | +19.1% | +61.9% | +53.5% |
| All | +251.2% | +228.4% | +22.8% | +109.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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