+241.7%
MNST vs USB
+107.5%
+134.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -6.5% | +1.4% | -7.9% | -6.9% |
| 30D | -7.2% | -1.3% | -5.9% | -6.9% |
| 3M | -1.0% | +15.2% | -16.3% | -4.8% |
| 6M | +11.5% | +18.8% | -7.3% | +6.3% |
| YTD | +14.3% | +21.0% | -6.7% | +8.2% |
| 1Y | +38.1% | +34.0% | +4.1% | +26.9% |
| 3Y | +55.0% | +95.3% | -40.3% | +25.2% |
| 5Y | +79.6% | +40.4% | +39.3% | +57.7% |
| All | +241.7% | +107.5% | +134.2% | +166.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 10y: compounded portfolio wealth divided by compounded USB 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…
10y analysis · Full analysis span regression · 6 months rolling