+243.1%
INTU vs MNST
+301.8%
-58.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.4% | +0.7% | -1.7% |
| 7D | +0.1% | -3.4% | +3.5% | +1.8% |
| 30D | +15.4% | +6.6% | +8.8% | +12.2% |
| 3M | +6.6% | -2.9% | +9.5% | +8.2% |
| 6M | -11.3% | +18.4% | -29.8% | -18.6% |
| YTD | -47.7% | +19.3% | -67.0% | -52.8% |
| 1Y | -47.0% | +37.9% | -84.9% | -55.8% |
| 3Y | -29.9% | +62.9% | -92.8% | -47.9% |
| 5Y | -42.2% | +99.6% | -141.8% | -62.3% |
| All | +243.1% | +301.8% | -58.7% | +73.3% |
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 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