+36.9%
MNST vs IAG
+100.7%
-63.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.3% | -1.5% |
| 7D | -4.1% | +4.3% | -8.3% | -4.2% |
| 30D | -4.5% | +9.8% | -14.3% | -4.8% |
| 3M | -2.5% | +28.9% | -31.4% | -3.6% |
| 6M | +14.1% | -7.6% | +21.7% | +14.6% |
| YTD | +12.6% | +22.0% | -9.4% | +11.4% |
| 1Y | +36.9% | +99.5% | -62.6% | +39.1% |
| All | +36.9% | +100.7% | -63.8% | +39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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