+81.0%
MNST vs SYY
+18.4%
+62.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.1% |
| 7D | -6.5% | -2.3% | -4.2% | -5.7% |
| 30D | -7.2% | -4.9% | -2.3% | -5.4% |
| 3M | -1.0% | +8.4% | -9.4% | -4.1% |
| 6M | +11.5% | -7.4% | +18.8% | +14.1% |
| YTD | +14.3% | +11.0% | +3.3% | +7.8% |
| 1Y | +38.1% | -0.2% | +38.4% | +36.4% |
| 3Y | +55.0% | +23.8% | +31.2% | +35.6% |
| All | +81.0% | +18.4% | +62.6% | +59.0% |
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