+3,775.4%
MRK vs MNST
+567,324.5%
-563,549.1%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.5% |
| 7D | +2.3% | -3.9% | +6.2% | +2.5% |
| 30D | +1.7% | +3.9% | -2.2% | +1.5% |
| 3M | +13.8% | -0.8% | +14.6% | +13.8% |
| 6M | +34.7% | +5.1% | +29.6% | +34.4% |
| YTD | +43.6% | +18.3% | +25.3% | +42.6% |
| 1Y | +75.7% | +29.5% | +46.2% | +73.9% |
| 3Y | +60.0% | +64.0% | -4.0% | +56.8% |
| 5Y | +105.4% | +97.2% | +8.2% | +99.7% |
| 10Y | +224.1% | +328.4% | -104.3% | +206.9% |
| All | +3,775.4% | +567,324.5% | -563,549.1% | +2,958.5% |
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