+14,854.1%
MO vs MNST
+548,301.9%
-533,447.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.9% |
| 7D | +0.3% | -6.5% | +6.8% | +0.5% |
| 30D | +0.6% | -7.2% | +7.9% | +0.8% |
| 3M | -1.0% | -1.0% | 0.0% | -1.0% |
| 6M | +4.3% | +11.5% | -7.1% | +4.0% |
| YTD | +23.3% | +14.3% | +9.0% | +22.7% |
| 1Y | +10.5% | +38.1% | -27.7% | +9.4% |
| 3Y | +96.3% | +55.0% | +41.3% | +93.6% |
| 5Y | +98.9% | +79.6% | +19.3% | +95.1% |
| 10Y | +103.6% | +241.8% | -138.2% | +96.5% |
| All | +14,854.1% | +548,301.9% | -533,447.8% | +12,205.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MNST.
Daily Out/Under-Performance
Portfolio return minus MNST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNST 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 all: compounded portfolio wealth divided by compounded MNST 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…
all analysis · Full analysis span regression · 6 months rolling