+78.2%
MNST vs IEF
-8.2%
+86.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -4.1% | +0.1% | -4.2% | -4.1% |
| 30D | -4.5% | -0.7% | -3.8% | -4.2% |
| 3M | -2.5% | -0.4% | -2.0% | -2.3% |
| 6M | +14.1% | -2.5% | +16.6% | +15.3% |
| YTD | +12.6% | -1.6% | +14.2% | +13.3% |
| 1Y | +36.9% | -1.3% | +38.3% | +37.8% |
| 3Y | +53.1% | +10.1% | +43.0% | +48.2% |
| 5Y | +78.2% | -8.3% | +86.5% | +73.5% |
| All | +78.2% | -8.2% | +86.4% | +73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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