-41.3%
INTU vs MNST
+97.3%
-138.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.3% | +0.9% |
| 7D | -1.2% | -3.9% | +2.7% | +0.4% |
| 30D | +12.4% | +3.9% | +8.6% | +11.0% |
| 3M | +2.3% | -0.8% | +3.1% | +2.8% |
| 6M | -13.3% | +5.1% | -18.4% | -14.7% |
| YTD | -47.9% | +18.3% | -66.2% | -51.7% |
| 1Y | -47.2% | +29.5% | -76.6% | -53.2% |
| 3Y | -33.9% | +64.0% | -97.9% | -49.3% |
| 5Y | -41.3% | +97.2% | -138.5% | -62.8% |
| All | -41.3% | +97.3% | -138.7% | -62.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling