+45.4%
RSP vs MNST
+100.5%
-55.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.4% | +4.0% | +0.9% |
| 7D | -1.0% | -3.4% | +2.4% | -0.1% |
| 30D | +2.6% | +6.6% | -4.0% | +0.6% |
| 3M | -0.8% | -2.9% | +2.1% | -0.2% |
| 6M | +6.3% | +18.4% | -12.2% | +0.4% |
| YTD | +14.1% | +19.3% | -5.1% | +7.2% |
| 1Y | +18.0% | +37.9% | -19.9% | +5.5% |
| 3Y | +61.0% | +62.9% | -1.9% | +34.3% |
| All | +45.4% | +100.5% | -55.1% | +6.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling