+78.2%
MNST vs TRV
+156.0%
-77.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.3% |
| 7D | -4.1% | +0.5% | -4.6% | -4.2% |
| 30D | -4.5% | -4.9% | +0.4% | -3.3% |
| 3M | -2.5% | +23.7% | -26.2% | -8.1% |
| 6M | +14.1% | +20.3% | -6.2% | +8.3% |
| YTD | +12.6% | +27.1% | -14.5% | +5.1% |
| 1Y | +36.9% | +35.3% | +1.6% | +25.5% |
| 3Y | +53.1% | +139.8% | -86.7% | +17.0% |
| 5Y | +78.2% | +153.9% | -75.6% | +28.6% |
| All | +78.2% | +156.0% | -77.8% | +28.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling