+776.1%
IVV vs MNST
+224,261.3%
-223,485.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | +0.1% | -6.5% | +6.6% | +1.1% |
| 30D | +0.1% | -7.2% | +7.3% | +1.1% |
| 3M | +2.0% | -1.0% | +3.0% | +2.0% |
| 6M | +13.0% | +11.5% | +1.6% | +10.9% |
| YTD | +13.6% | +14.3% | -0.7% | +10.9% |
| 1Y | +20.1% | +38.1% | -18.0% | +13.9% |
| 3Y | +77.6% | +55.0% | +22.6% | +64.6% |
| 5Y | +82.5% | +79.6% | +2.8% | +65.0% |
| 10Y | +316.5% | +241.8% | +74.7% | +244.6% |
| All | +776.1% | +224,261.3% | -223,485.2% | +343.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling