+313.1%
MNST vs VALE
+223.9%
+89.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.3% | -3.5% | -0.7% |
| 7D | -5.0% | +5.6% | -10.5% | -5.8% |
| 30D | +4.6% | -12.1% | +16.7% | +6.7% |
| 3M | +1.0% | -16.3% | +17.3% | +3.7% |
| 6M | +5.8% | -26.0% | +31.8% | +10.6% |
| YTD | +19.1% | -5.5% | +24.6% | +19.3% |
| 1Y | +30.9% | +6.7% | +24.2% | +28.5% |
| 3Y | +65.7% | +10.2% | +55.6% | +59.9% |
| 5Y | +99.0% | +49.7% | +49.2% | +75.4% |
| 10Y | +313.1% | +222.3% | +90.8% | +201.6% |
| All | +313.1% | +223.9% | +89.1% | +201.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 VALE 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