+235.3%
INTU vs MNST
+316.3%
-81.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -3.9% | -5.0% | +1.0% | -1.6% |
| 30D | +11.7% | +4.6% | +7.1% | +9.6% |
| 3M | +4.5% | +1.0% | +3.5% | +4.3% |
| 6M | -13.9% | +5.8% | -19.7% | -16.0% |
| YTD | -48.2% | +19.1% | -67.3% | -53.2% |
| 1Y | -47.1% | +30.9% | -78.0% | -54.6% |
| 3Y | -32.5% | +65.7% | -98.2% | -50.4% |
| 5Y | -42.6% | +99.0% | -141.5% | -62.5% |
| 10Y | +235.3% | +313.1% | -77.8% | +68.6% |
| All | +235.3% | +316.3% | -81.0% | +68.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling