+37.2%
MNST vs TRV
+37.5%
-0.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | -2.2% | -1.8% | -0.4% | -2.0% |
| 30D | -5.4% | -2.1% | -3.2% | -5.2% |
| 3M | -5.5% | +21.2% | -26.7% | -8.0% |
| 6M | +12.4% | +22.0% | -9.7% | +9.3% |
| YTD | +12.4% | +27.7% | -15.3% | +9.9% |
| 1Y | +37.2% | +36.6% | +0.6% | +34.8% |
| All | +37.2% | +37.5% | -0.4% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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