+78.2%
MNST vs TROW
-36.6%
+114.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.4% |
| 7D | -4.1% | +0.4% | -4.5% | -4.2% |
| 30D | -4.5% | -4.0% | -0.5% | -3.5% |
| 3M | -2.5% | +5.0% | -7.5% | -3.8% |
| 6M | +14.1% | +24.3% | -10.2% | +7.7% |
| YTD | +12.6% | +9.8% | +2.8% | +9.3% |
| 1Y | +36.9% | +6.4% | +30.5% | +33.7% |
| 3Y | +53.1% | +15.8% | +37.3% | +42.8% |
| 5Y | +78.2% | -37.3% | +115.5% | +102.8% |
| All | +78.2% | -36.6% | +114.9% | +102.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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