-38.4%
INTU vs MNST
+80.0%
-118.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -3.1% |
| 7D | -7.1% | -6.5% | -0.6% | -4.7% |
| 30D | +1.5% | -7.2% | +8.7% | +4.3% |
| 3M | +10.7% | -1.0% | +11.7% | +11.0% |
| 6M | -23.8% | +11.5% | -35.3% | -27.3% |
| YTD | -49.3% | +14.3% | -63.6% | -52.5% |
| 1Y | -49.7% | +38.1% | -87.8% | -57.3% |
| 3Y | -38.0% | +55.0% | -93.0% | -51.2% |
| All | -38.4% | +80.0% | -118.5% | -56.7% |
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