+50.9%
MNST vs TGT
+41.4%
+9.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | -0.4% |
| 7D | -3.6% | -3.6% | 0.0% | -3.2% |
| 30D | -6.3% | +4.4% | -10.7% | -6.7% |
| 3M | -5.0% | +25.4% | -30.3% | -7.2% |
| 6M | +13.1% | +33.4% | -20.2% | +9.7% |
| YTD | +11.8% | +65.6% | -53.8% | +5.8% |
| 1Y | +35.2% | +80.3% | -45.0% | +26.7% |
| All | +50.9% | +41.4% | +9.5% | +42.8% |
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