+240.4%
MNST vs IBN
+312.4%
-72.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.5% | +1.0% | -0.9% |
| 7D | -4.1% | -2.2% | -1.9% | -3.6% |
| 30D | -4.5% | -2.3% | -2.2% | -4.0% |
| 3M | -2.5% | +15.9% | -18.3% | -6.1% |
| 6M | +14.1% | +5.6% | +8.5% | +12.3% |
| YTD | +12.6% | -0.1% | +12.6% | +12.1% |
| 1Y | +36.9% | -6.5% | +43.5% | +38.6% |
| 3Y | +53.1% | +29.3% | +23.8% | +41.0% |
| 5Y | +78.2% | +56.6% | +21.7% | +54.7% |
| 10Y | +240.4% | +314.4% | -74.0% | +143.6% |
| All | +240.4% | +312.4% | -72.0% | +143.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded IBN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling