+99.8%
MNST vs RSG
+99.6%
+0.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +1.6% | +2.5% | -0.9% | +0.6% |
| 30D | +5.1% | +12.7% | -7.7% | +0.2% |
| 3M | -0.5% | +17.9% | -18.4% | -6.7% |
| 6M | +8.1% | +25.0% | -16.8% | -1.3% |
| YTD | +21.2% | +20.8% | +0.4% | +11.4% |
| 1Y | +30.7% | +24.3% | +6.5% | +18.4% |
| 3Y | +67.3% | +65.3% | +2.1% | +27.7% |
| All | +99.8% | +99.6% | +0.3% | +32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling