+50.7%
PFE vs MNST
+328.4%
-277.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -3.0% | -6.9% | +3.9% | -1.2% |
| 30D | +5.2% | +3.7% | +1.5% | +4.2% |
| 3M | +12.2% | -0.3% | +12.5% | +12.1% |
| 6M | +17.8% | +5.1% | +12.7% | +15.8% |
| YTD | +26.2% | +18.4% | +7.8% | +19.4% |
| 1Y | +23.2% | +26.3% | -3.1% | +14.4% |
| 3Y | +21.3% | +64.3% | -43.0% | +3.2% |
| 5Y | -23.1% | +96.8% | -119.9% | -39.1% |
| 10Y | +50.7% | +333.2% | -282.5% | -1.4% |
| All | +50.7% | +328.4% | -277.7% | -1.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling