+231.4%
INTU vs MNST
+327.8%
-96.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.3% | +1.0% |
| 7D | -1.2% | -3.9% | +2.7% | +0.7% |
| 30D | +12.4% | +3.9% | +8.6% | +10.6% |
| 3M | +2.3% | -0.8% | +3.1% | +2.9% |
| 6M | -13.3% | +5.1% | -18.4% | -15.2% |
| YTD | -47.9% | +18.3% | -66.2% | -52.8% |
| 1Y | -47.2% | +29.5% | -76.6% | -54.4% |
| 3Y | -33.9% | +64.0% | -97.9% | -51.2% |
| 5Y | -41.3% | +97.2% | -138.5% | -61.6% |
| All | +231.4% | +327.8% | -96.5% | +65.8% |
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