+53.1%
MNST vs RSG
+55.3%
-2.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.4% |
| 7D | -4.1% | -0.7% | -3.3% | -3.9% |
| 30D | -4.5% | +3.3% | -7.8% | -5.2% |
| 3M | -2.5% | +8.5% | -10.9% | -4.3% |
| 6M | +14.1% | -3.5% | +17.7% | +15.3% |
| YTD | +12.6% | +5.5% | +7.1% | +10.5% |
| 1Y | +36.9% | -1.7% | +38.7% | +37.4% |
| 3Y | +53.1% | +56.9% | -3.8% | +29.7% |
| All | +53.1% | +55.3% | -2.2% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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