+54.1%
T vs MNST
+316.3%
-262.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | +1.7% | -5.0% | +6.6% | +3.0% |
| 30D | -1.7% | +4.6% | -6.3% | -2.9% |
| 3M | -7.3% | +1.0% | -8.3% | -7.6% |
| 6M | -11.2% | +5.8% | -17.0% | -12.8% |
| YTD | -8.1% | +19.1% | -27.1% | -13.1% |
| 1Y | -8.0% | +30.9% | -38.9% | -15.4% |
| 3Y | +62.1% | +65.7% | -3.6% | +37.2% |
| 5Y | +55.7% | +99.0% | -43.3% | +22.1% |
| 10Y | +54.1% | +313.1% | -258.9% | -0.9% |
| All | +54.1% | +316.3% | -262.2% | -0.9% |
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 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