-50.3%
TEAM vs MNST
+80.0%
-130.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.4% |
| 7D | -0.4% | -6.5% | +6.0% | +1.6% |
| 30D | +67.3% | -7.2% | +74.5% | +70.4% |
| 3M | +86.8% | -1.0% | +87.8% | +85.6% |
| 6M | +146.8% | +11.5% | +135.3% | +133.6% |
| YTD | +16.9% | +14.3% | +2.6% | +9.0% |
| 1Y | +12.8% | +38.1% | -25.3% | -3.9% |
| 3Y | -7.3% | +55.0% | -62.3% | -26.7% |
| All | -50.3% | +80.0% | -130.4% | -69.6% |
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