+914.8%
IGV vs MNST
+227,907.2%
-226,992.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.4% | +4.3% | +0.6% |
| 7D | -5.2% | -3.4% | -1.8% | -4.6% |
| 30D | -10.0% | +6.6% | -16.6% | -11.1% |
| 3M | -0.5% | -2.9% | +2.3% | -0.3% |
| 6M | +12.6% | +18.4% | -5.8% | +8.9% |
| YTD | -6.4% | +19.3% | -25.7% | -9.9% |
| 1Y | -9.5% | +37.9% | -47.4% | -15.1% |
| 3Y | +41.7% | +62.9% | -21.2% | +28.2% |
| 5Y | +12.7% | +99.6% | -86.9% | -1.6% |
| 10Y | +354.1% | +305.7% | +48.4% | +256.3% |
| All | +914.8% | +227,907.2% | -226,992.4% | +369.4% |
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