+28.4%
PFE vs MNST
+29.9%
-1.4%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.5% |
| 7D | -0.7% | -3.9% | +3.2% | -0.4% |
| 30D | +5.3% | +3.9% | +1.4% | +5.4% |
| 3M | +10.1% | -0.8% | +10.9% | +10.4% |
| 6M | +18.0% | +5.1% | +12.9% | +18.1% |
| YTD | +25.8% | +18.3% | +7.5% | +24.7% |
| 1Y | +28.4% | +29.5% | -1.0% | +22.0% |
| All | +28.4% | +29.9% | -1.4% | +22.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling