+248.4%
MNST vs SYY
+102.5%
+145.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.9% | -1.3% |
| 7D | -3.6% | -0.2% | -3.3% | -3.5% |
| 30D | -6.3% | -2.7% | -3.5% | -5.5% |
| 3M | -5.0% | +5.9% | -10.8% | -6.6% |
| 6M | +13.1% | -2.3% | +15.5% | +13.3% |
| YTD | +11.8% | +13.1% | -1.3% | +6.7% |
| 1Y | +35.2% | +3.8% | +31.5% | +32.5% |
| 3Y | +52.0% | +26.7% | +25.3% | +39.2% |
| 5Y | +77.9% | +19.4% | +58.4% | +65.2% |
| 10Y | +248.4% | +112.0% | +136.4% | +173.1% |
| All | +248.4% | +102.5% | +145.9% | +173.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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