+37.8%
NEE vs MNST
+55.2%
-17.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.6% |
| 7D | +1.9% | -6.5% | +8.4% | +3.3% |
| 30D | -2.2% | -7.2% | +5.1% | -0.8% |
| 3M | -1.2% | -1.0% | -0.2% | -1.1% |
| 6M | -8.6% | +11.5% | -20.0% | -11.1% |
| YTD | +6.2% | +14.3% | -8.1% | +2.4% |
| 1Y | +21.1% | +38.1% | -17.0% | +10.8% |
| All | +37.8% | +55.2% | -17.4% | +25.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling