+53.1%
MNST vs ZBRA
+34.1%
+19.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.3% | -1.4% |
| 7D | -4.1% | +2.6% | -6.7% | -4.2% |
| 30D | -4.5% | -6.4% | +1.9% | -4.2% |
| 3M | -2.5% | +51.3% | -53.7% | -5.1% |
| 6M | +14.1% | +60.5% | -46.4% | +10.5% |
| YTD | +12.6% | +45.2% | -32.6% | +9.3% |
| 1Y | +36.9% | +12.3% | +24.6% | +35.3% |
| 3Y | +53.1% | +37.5% | +15.6% | +44.3% |
| All | +53.1% | +34.1% | +19.0% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 3y: compounded portfolio wealth divided by compounded ZBRA 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…
3y analysis · Full analysis span regression · 6 months rolling