+99.8%
MNST vs SU
+230.1%
-130.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.0% | +1.9% |
| 7D | +1.6% | +1.7% | -0.1% | +1.6% |
| 30D | +5.1% | -7.9% | +12.9% | +5.3% |
| 3M | -0.5% | +7.5% | -8.0% | -0.8% |
| 6M | +8.1% | +7.2% | +0.9% | +7.8% |
| YTD | +21.2% | +60.9% | -39.7% | +18.0% |
| 1Y | +30.7% | +63.6% | -32.9% | +27.2% |
| 3Y | +67.3% | +128.9% | -61.6% | +58.2% |
| All | +99.8% | +230.1% | -130.2% | +78.0% |
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