+82.0%
MNST vs SU
+348.9%
-266.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.9% | +0.7% |
| 7D | -1.0% | +2.2% | -3.2% | -1.0% |
| 30D | -5.6% | +8.4% | -14.1% | -5.9% |
| 3M | -5.7% | +12.1% | -17.8% | -6.1% |
| 6M | +12.0% | +19.7% | -7.7% | +11.0% |
| YTD | +13.2% | +58.4% | -45.2% | +10.4% |
| 1Y | +36.1% | +67.2% | -31.2% | +32.3% |
| 3Y | +52.9% | +125.0% | -72.2% | +44.9% |
| All | +82.0% | +348.9% | -266.9% | +60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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