+209,184.6%
MNST vs IEF
+129.4%
+209,055.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -6.5% | -0.3% | -6.2% | -6.6% |
| 30D | -7.2% | -0.8% | -6.4% | -7.6% |
| 3M | -1.0% | -1.0% | 0.0% | -1.5% |
| 6M | +11.5% | -2.8% | +14.2% | +9.9% |
| YTD | +14.3% | -1.5% | +15.8% | +13.4% |
| 1Y | +38.1% | -0.4% | +38.5% | +37.8% |
| 3Y | +55.0% | +9.7% | +45.3% | +62.6% |
| 5Y | +79.6% | -8.3% | +88.0% | +64.2% |
| 10Y | +241.8% | +4.6% | +237.2% | +248.9% |
| All | +209,184.6% | +129.4% | +209,055.2% | +318,816.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling