+78.2%
MNST vs TGT
-21.7%
+99.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.5% | -1.4% |
| 7D | -4.1% | -0.6% | -3.5% | -4.0% |
| 30D | -4.5% | +9.5% | -14.0% | -5.9% |
| 3M | -2.5% | +32.3% | -34.7% | -6.9% |
| 6M | +14.1% | +37.0% | -22.9% | +8.1% |
| YTD | +12.6% | +71.0% | -58.5% | +2.5% |
| 1Y | +36.9% | +85.0% | -48.1% | +22.8% |
| 3Y | +53.1% | +46.8% | +6.3% | +38.3% |
| 5Y | +78.2% | -22.7% | +101.0% | +85.5% |
| All | +78.2% | -21.7% | +99.9% | +85.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling