+346.0%
MNST vs RRX
+207.5%
+138.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.6% |
| 7D | -4.7% | +12.6% | -17.3% | -6.9% |
| 30D | +5.2% | +10.6% | -5.3% | +2.7% |
| 3M | -0.9% | +4.6% | -5.5% | -2.4% |
| 6M | +6.1% | -13.6% | +19.7% | +7.1% |
| YTD | +18.9% | +29.4% | -10.5% | +8.6% |
| 1Y | +29.3% | +31.9% | -2.6% | +17.4% |
| 3Y | +64.9% | +68.3% | -3.4% | +31.0% |
| 5Y | +98.0% | +13.2% | +84.8% | +72.8% |
| All | +346.0% | +207.5% | +138.5% | +155.3% |
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