+268.6%
RTX vs MNST
+305.0%
-36.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.7% | +2.7% | +2.2% |
| 7D | -1.7% | -3.9% | +2.2% | -0.5% |
| 30D | +7.7% | +3.9% | +3.8% | +6.2% |
| 3M | -10.3% | -0.8% | -9.5% | -10.3% |
| 6M | +14.6% | +5.1% | +9.5% | +12.0% |
| YTD | +10.4% | +18.3% | -7.9% | +2.6% |
| 1Y | +13.5% | +29.5% | -16.0% | +2.0% |
| 3Y | +158.6% | +64.0% | +94.6% | +107.6% |
| 5Y | +147.3% | +97.2% | +50.1% | +78.8% |
| 10Y | +268.6% | +328.4% | -59.8% | +112.1% |
| All | +268.6% | +305.0% | -36.4% | +112.1% |
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 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