-9.2%
IGV vs MNST
+30.7%
-39.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.6% |
| 7D | -0.4% | -5.0% | +4.5% | -0.8% |
| 30D | -9.9% | +4.6% | -14.5% | -9.6% |
| 3M | -1.2% | +1.0% | -2.2% | -1.2% |
| 6M | +11.3% | +5.8% | +5.5% | +12.0% |
| YTD | -4.0% | +19.1% | -23.0% | -3.5% |
| All | -9.2% | +30.7% | -39.9% | -7.6% |
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 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