+240.4%
MNST vs TRMB
+114.9%
+125.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.4% | -1.2% |
| 7D | -4.1% | -0.3% | -3.8% | -4.0% |
| 30D | -4.5% | -1.2% | -3.3% | -4.3% |
| 3M | -2.5% | +9.6% | -12.1% | -5.1% |
| 6M | +14.1% | -16.1% | +30.3% | +18.7% |
| YTD | +12.6% | -25.0% | +37.5% | +20.2% |
| 1Y | +36.9% | -27.7% | +64.6% | +47.1% |
| 3Y | +53.1% | +15.3% | +37.8% | +38.4% |
| 5Y | +78.2% | -37.4% | +115.6% | +91.6% |
| 10Y | +240.4% | +117.5% | +122.9% | +147.4% |
| All | +240.4% | +114.9% | +125.5% | +147.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling