+99.0%
MNST vs TE
-80.7%
+179.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.0% | +2.8% | -0.1% |
| 7D | -5.0% | -10.5% | +5.6% | -4.7% |
| 30D | +4.6% | -32.4% | +37.0% | +5.8% |
| 3M | +1.0% | -60.9% | +61.9% | +4.0% |
| 6M | +5.8% | -62.8% | +68.6% | +7.7% |
| YTD | +19.1% | -65.7% | +84.8% | +20.6% |
| 1Y | +30.9% | -39.9% | +70.8% | +28.9% |
| 3Y | +65.7% | +10.6% | +55.1% | +50.7% |
| 5Y | +99.0% | -79.7% | +178.6% | +97.0% |
| All | +99.0% | -80.7% | +179.6% | +97.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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