+96.8%
MNST vs S
-67.1%
+163.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | 0.0% |
| 7D | -6.9% | +1.2% | -8.1% | -7.0% |
| 30D | +3.7% | -7.3% | +11.1% | +4.2% |
| 3M | -0.3% | +5.9% | -6.2% | -1.2% |
| 6M | +5.1% | +45.6% | -40.5% | +1.0% |
| YTD | +18.4% | +58.5% | -40.1% | +12.6% |
| 1Y | +26.3% | +37.6% | -11.3% | +21.4% |
| 3Y | +64.3% | +51.7% | +12.6% | +52.2% |
| 5Y | +96.8% | -67.5% | +164.3% | +110.5% |
| All | +96.8% | -67.1% | +163.9% | +110.5% |
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