+78.2%
MNST vs TRU
-35.2%
+113.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.3% | -1.1% |
| 7D | -4.1% | -7.2% | +3.1% | -2.9% |
| 30D | -4.5% | -2.8% | -1.7% | -4.1% |
| 3M | -2.5% | +13.0% | -15.5% | -4.7% |
| 6M | +14.1% | +0.7% | +13.5% | +13.3% |
| YTD | +12.6% | -9.0% | +21.6% | +13.2% |
| 1Y | +36.9% | -16.3% | +53.3% | +39.5% |
| 3Y | +53.1% | -1.1% | +54.2% | +46.4% |
| 5Y | +78.2% | -36.0% | +114.2% | +100.3% |
| All | +78.2% | -35.2% | +113.5% | +100.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling