+84.2%
MNST vs S
-71.4%
+155.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.6% |
| 7D | -6.5% | -7.7% | +1.2% | -5.9% |
| 30D | -7.2% | -5.3% | -1.9% | -6.9% |
| 3M | -1.0% | +20.3% | -21.3% | -2.8% |
| 6M | +11.5% | +47.4% | -35.9% | +7.3% |
| YTD | +14.3% | +32.5% | -18.2% | +10.8% |
| 1Y | +38.1% | +9.5% | +28.6% | +35.7% |
| 3Y | +55.0% | +15.5% | +39.5% | +47.7% |
| All | +84.2% | -71.4% | +155.5% | +92.0% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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