+99.8%
MNST vs TRMB
-36.0%
+135.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.0% |
| 7D | +1.6% | +2.8% | -1.2% | +1.1% |
| 30D | +5.1% | -5.9% | +10.9% | +5.5% |
| 3M | -0.5% | -3.3% | +2.8% | -0.7% |
| 6M | +8.1% | +1.3% | +6.8% | +6.5% |
| YTD | +21.2% | -29.0% | +50.2% | +28.4% |
| 1Y | +30.7% | -27.8% | +58.5% | +37.7% |
| 3Y | +67.3% | +36.3% | +31.0% | +41.0% |
| All | +99.8% | -36.0% | +135.9% | +115.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling