+11.2%
IGV vs MNST
+100.5%
-89.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.4% | +4.3% | +1.2% |
| 7D | -5.2% | -3.4% | -1.8% | -4.2% |
| 30D | -10.0% | +6.6% | -16.6% | -12.0% |
| 3M | -0.5% | -2.9% | +2.3% | -0.1% |
| 6M | +12.6% | +18.4% | -5.8% | +5.1% |
| YTD | -6.4% | +19.3% | -25.7% | -13.6% |
| 1Y | -9.5% | +37.9% | -47.4% | -21.6% |
| 3Y | +41.7% | +62.9% | -21.2% | +11.8% |
| All | +11.2% | +100.5% | -89.3% | -28.3% |
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