+29.3%
V vs MNST
+45.8%
-16.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.3% | +0.5% | +3.4% |
| 7D | +9.0% | +6.8% | +2.2% | +8.2% |
| 30D | +18.1% | +12.0% | +6.0% | +16.7% |
| 3M | +18.3% | +3.5% | +14.8% | +17.8% |
| 6M | +34.1% | +29.7% | +4.4% | +34.2% |
| YTD | +25.2% | +27.2% | -1.9% | +25.5% |
| 1Y | +29.3% | +45.8% | -16.5% | +29.7% |
| All | +29.3% | +45.8% | -16.4% | +29.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling