+243,121.9%
MNST vs IJR
+1,143.6%
+241,978.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.1% |
| 7D | -4.1% | +0.9% | -5.0% | -4.6% |
| 30D | -4.5% | -3.1% | -1.4% | -2.7% |
| 3M | -2.5% | +4.4% | -6.9% | -5.0% |
| 6M | +14.1% | +16.1% | -2.0% | +4.3% |
| YTD | +12.6% | +20.6% | -8.0% | +0.3% |
| 1Y | +36.9% | +22.9% | +14.1% | +20.2% |
| 3Y | +53.1% | +55.2% | -2.1% | +13.1% |
| 5Y | +78.2% | +41.1% | +37.1% | +37.6% |
| 10Y | +240.4% | +167.0% | +73.4% | +65.7% |
| All | +243,121.9% | +1,143.6% | +241,978.3% | +54,212.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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