+99.1%
V vs MNST
+100.5%
-1.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.4% | +4.4% | +1.5% |
| 7D | +2.2% | -3.4% | +5.6% | +3.4% |
| 30D | +13.6% | +6.6% | +7.0% | +11.2% |
| 3M | +14.3% | -2.9% | +17.2% | +15.3% |
| 6M | +33.1% | +18.4% | +14.7% | +25.3% |
| YTD | +21.2% | +19.3% | +2.0% | +13.3% |
| 1Y | +26.4% | +37.9% | -11.5% | +11.5% |
| 3Y | +77.6% | +62.9% | +14.7% | +44.7% |
| All | +99.1% | +100.5% | -1.4% | +37.8% |
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