+245.6%
MNST vs SBAC
+78.4%
+167.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.2% |
| 7D | -6.5% | -0.8% | -5.7% | -6.3% |
| 30D | -7.2% | +6.9% | -14.1% | -9.2% |
| 3M | -1.0% | -8.2% | +7.2% | +1.3% |
| 6M | +11.5% | -1.6% | +13.1% | +10.6% |
| YTD | +14.3% | -0.1% | +14.4% | +12.3% |
| 1Y | +38.1% | -0.5% | +38.6% | +35.7% |
| 3Y | +55.0% | -9.1% | +64.0% | +53.5% |
| 5Y | +79.6% | -43.8% | +123.4% | +111.1% |
| All | +245.6% | +78.4% | +167.1% | +152.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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