+79.7%
MNST vs IBKR
+480.3%
-400.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.5% | +0.7% |
| 7D | -2.2% | -3.8% | +1.6% | -1.8% |
| 30D | -5.4% | -0.3% | -5.0% | -5.4% |
| 3M | -5.5% | +4.8% | -10.3% | -6.4% |
| 6M | +12.4% | +30.8% | -18.4% | +8.0% |
| YTD | +12.4% | +39.5% | -27.1% | +6.8% |
| 1Y | +37.2% | +43.7% | -6.5% | +29.3% |
| 3Y | +52.9% | +284.7% | -231.8% | +17.5% |
| 5Y | +79.7% | +484.9% | -405.2% | +18.4% |
| All | +79.7% | +480.3% | -400.6% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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