+6,288.2%
MS vs MNST
+231,997.5%
-225,709.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.3% |
| 7D | +1.4% | -6.5% | +7.9% | +2.1% |
| 30D | -0.3% | -7.2% | +7.0% | +0.5% |
| 3M | +0.3% | -1.0% | +1.3% | +0.3% |
| 6M | +31.3% | +11.5% | +19.9% | +29.5% |
| YTD | +24.7% | +14.3% | +10.4% | +22.5% |
| 1Y | +47.9% | +38.1% | +9.8% | +42.1% |
| 3Y | +178.3% | +55.0% | +123.4% | +163.0% |
| 5Y | +144.9% | +79.6% | +65.3% | +127.2% |
| 10Y | +804.5% | +241.8% | +562.8% | +684.3% |
| All | +6,288.2% | +231,997.5% | -225,709.2% | +3,702.5% |
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