+199,326.6%
MNST vs IBN
+1,532.9%
+197,793.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.5% |
| 7D | -6.5% | +1.4% | -7.9% | -6.7% |
| 30D | -7.2% | -0.3% | -6.9% | -7.2% |
| 3M | -1.0% | +17.1% | -18.1% | -3.8% |
| 6M | +11.5% | +3.4% | +8.1% | +10.7% |
| YTD | +14.3% | +2.5% | +11.8% | +13.5% |
| 1Y | +38.1% | -4.2% | +42.3% | +38.8% |
| 3Y | +55.0% | +32.4% | +22.6% | +45.9% |
| 5Y | +79.6% | +59.2% | +20.4% | +62.7% |
| 10Y | +241.8% | +345.7% | -103.9% | +149.2% |
| All | +199,326.6% | +1,532.9% | +197,793.7% | +109,964.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling