-43.2%
INTU vs MNST
+101.2%
-144.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.5% | -0.3% |
| 7D | +0.1% | +1.6% | -1.6% | -0.6% |
| 30D | +10.1% | +5.1% | +5.0% | +8.1% |
| 3M | -4.2% | -0.5% | -3.7% | -3.9% |
| 6M | -7.2% | +8.1% | -15.4% | -9.8% |
| YTD | -47.7% | +21.2% | -68.9% | -52.0% |
| 1Y | -46.7% | +30.7% | -77.4% | -52.9% |
| 3Y | -34.1% | +67.3% | -101.4% | -49.8% |
| All | -43.2% | +101.2% | -144.4% | -64.3% |
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 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