+200,697.3%
MNST vs TRI
+561.6%
+200,135.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.4% | +4.9% | +1.4% |
| 7D | -6.5% | -0.5% | -6.0% | -6.5% |
| 30D | -7.2% | +7.9% | -15.1% | -10.1% |
| 3M | -1.0% | +24.1% | -25.1% | -10.1% |
| 6M | +11.5% | +3.8% | +7.7% | +6.5% |
| YTD | +14.3% | -16.9% | +31.2% | +17.3% |
| 1Y | +38.1% | -38.4% | +76.5% | +60.2% |
| 3Y | +55.0% | -12.2% | +67.2% | +50.7% |
| 5Y | +79.6% | -1.8% | +81.4% | +64.8% |
| 10Y | +241.8% | +207.6% | +34.2% | +89.2% |
| All | +200,697.3% | +561.6% | +200,135.7% | +88,614.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 all: compounded portfolio wealth divided by compounded TRI 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…
all analysis · Full analysis span regression · 6 months rolling