+99.8%
MNST vs SYY
+15.0%
+84.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.8% | +1.5% |
| 7D | +1.6% | +0.3% | +1.3% | +1.5% |
| 30D | +5.1% | -4.8% | +9.8% | +6.8% |
| 3M | -0.5% | -7.1% | +6.6% | +1.9% |
| 6M | +8.1% | +6.8% | +1.3% | +4.8% |
| YTD | +21.2% | +7.7% | +13.5% | +15.1% |
| 1Y | +30.7% | +5.7% | +25.0% | +25.1% |
| 3Y | +67.3% | +24.6% | +42.7% | +44.6% |
| All | +99.8% | +15.0% | +84.8% | +77.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling