+3,309.9%
V vs MNST
+2,835.9%
+474.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.9% | -1.3% | -2.6% |
| 7D | +2.9% | +3.2% | -0.3% | +2.0% |
| 30D | +14.0% | +10.6% | +3.4% | +10.7% |
| 3M | +14.9% | +1.3% | +13.6% | +14.3% |
| 6M | +31.7% | +26.2% | +5.5% | +22.3% |
| YTD | +21.2% | +24.8% | -3.5% | +12.5% |
| 1Y | +25.3% | +40.9% | -15.7% | +11.9% |
| 3Y | +77.5% | +72.2% | +5.3% | +47.3% |
| 5Y | +102.6% | +108.8% | -6.2% | +57.4% |
| 10Y | +464.3% | +324.4% | +139.9% | +258.9% |
| All | +3,309.9% | +2,835.9% | +474.0% | +866.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling