+35.2%
MNST vs TRU
-16.5%
+51.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.7% |
| 7D | -3.6% | -6.5% | +2.9% | -3.2% |
| 30D | -6.3% | -2.5% | -3.8% | -6.1% |
| 3M | -5.0% | +10.4% | -15.3% | -5.3% |
| 6M | +13.1% | +1.6% | +11.5% | +12.5% |
| YTD | +11.8% | -9.7% | +21.5% | +11.5% |
| 1Y | +35.2% | -17.3% | +52.5% | +35.4% |
| All | +35.2% | -16.5% | +51.8% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1y: compounded portfolio wealth divided by compounded TRU 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…
1y analysis · Full analysis span regression · 6 months rolling