+14.8%
IGV vs MNST
+101.2%
-86.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.2% | -0.9% |
| 7D | +2.3% | +1.6% | +0.7% | +1.8% |
| 30D | -6.0% | +5.1% | -11.1% | -7.6% |
| 3M | -4.8% | -0.5% | -4.3% | -5.0% |
| 6M | +14.2% | +8.1% | +6.1% | +10.5% |
| YTD | -4.2% | +21.2% | -25.4% | -12.0% |
| 1Y | -5.3% | +30.7% | -36.0% | -15.8% |
| 3Y | +38.8% | +67.3% | -28.5% | +8.2% |
| All | +14.8% | +101.2% | -86.3% | -25.2% |
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