+11.0%
IVV vs MNST
+35.8%
-24.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.4% | +4.7% | +0.6% |
| 7D | -2.7% | -3.4% | +0.7% | -2.4% |
| 30D | -5.4% | +6.6% | -12.0% | -5.7% |
| 3M | -4.1% | -2.9% | -1.2% | -3.9% |
| 6M | +0.7% | +18.4% | -17.7% | -1.1% |
| YTD | +8.7% | +19.3% | -10.5% | +6.4% |
| 1Y | +11.0% | +37.9% | -26.9% | +8.7% |
| All | +11.0% | +35.8% | -24.8% | +8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling