+48.4%
RSP vs MNST
+101.2%
-52.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.0% | -1.8% | -0.4% |
| 7D | +2.4% | +1.6% | +0.7% | +1.9% |
| 30D | +4.3% | +5.1% | -0.8% | +2.7% |
| 3M | -0.3% | -0.5% | +0.1% | -0.4% |
| 6M | +9.8% | +8.1% | +1.7% | +6.9% |
| YTD | +16.8% | +21.2% | -4.4% | +9.2% |
| 1Y | +19.5% | +30.7% | -11.2% | +8.9% |
| 3Y | +65.1% | +67.3% | -2.2% | +36.5% |
| All | +48.4% | +101.2% | -52.7% | +10.1% |
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