+941.2%
IGV vs MNST
+227,159.1%
-226,218.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.1% | -0.8% |
| 7D | +2.5% | -4.7% | +7.2% | +3.3% |
| 30D | -8.6% | +5.2% | -13.8% | -9.5% |
| 3M | -1.6% | -0.9% | -0.7% | -1.6% |
| 6M | +13.4% | +6.1% | +7.3% | +12.0% |
| YTD | -4.0% | +18.9% | -22.9% | -7.5% |
| 1Y | -7.6% | +29.3% | -36.9% | -12.3% |
| 3Y | +39.3% | +64.9% | -25.6% | +25.7% |
| 5Y | +14.5% | +98.0% | -83.5% | +0.2% |
| 10Y | +358.7% | +334.8% | +23.9% | +256.8% |
| All | +941.2% | +227,159.1% | -226,218.0% | +381.9% |
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