+78.2%
MNST vs USHY
+21.9%
+56.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -4.1% | 0.0% | -4.1% | -4.1% |
| 30D | -4.5% | 0.0% | -4.5% | -4.5% |
| 3M | -2.5% | +1.2% | -3.6% | -3.8% |
| 6M | +14.1% | +2.6% | +11.5% | +10.8% |
| YTD | +12.6% | +2.4% | +10.1% | +9.4% |
| 1Y | +36.9% | +4.2% | +32.7% | +30.4% |
| 3Y | +53.1% | +28.0% | +25.1% | +13.5% |
| 5Y | +78.2% | +21.8% | +56.4% | +66.4% |
| All | +78.2% | +21.9% | +56.4% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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