+18.3%
NOW vs MNST
+55.2%
-36.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.9% |
| 7D | -2.4% | -6.5% | +4.1% | -1.8% |
| 30D | +20.5% | -7.2% | +27.7% | +21.2% |
| 3M | +18.3% | -1.0% | +19.4% | +18.2% |
| 6M | +24.1% | +11.5% | +12.6% | +22.7% |
| YTD | -7.8% | +14.3% | -22.1% | -9.5% |
| 1Y | -21.4% | +38.1% | -59.5% | -26.7% |
| All | +18.3% | +55.2% | -36.9% | +11.0% |
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