+54.7%
MNST vs SYY
+26.8%
+28.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.2% |
| 7D | -6.5% | -2.3% | -4.2% | -5.9% |
| 30D | -7.2% | -4.9% | -2.3% | -5.9% |
| 3M | -1.0% | +8.4% | -9.4% | -3.2% |
| 6M | +11.5% | -7.4% | +18.8% | +13.5% |
| YTD | +14.3% | +11.0% | +3.3% | +9.3% |
| 1Y | +38.1% | -0.2% | +38.4% | +37.1% |
| All | +54.7% | +26.8% | +28.0% | +31.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling