+64.1%
MNST vs TGT
+66.3%
-2.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.5% |
| 7D | -4.7% | +2.6% | -7.3% | -5.0% |
| 30D | +5.2% | +6.6% | -1.4% | +4.5% |
| 3M | -0.9% | +5.2% | -6.1% | -1.5% |
| 6M | +6.1% | +35.3% | -29.2% | +2.9% |
| YTD | +18.9% | +70.3% | -51.5% | +12.5% |
| 1Y | +29.3% | +81.2% | -51.8% | +21.5% |
| All | +64.1% | +66.3% | -2.2% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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