+248.4%
MNST vs INDA
+81.7%
+166.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.3% |
| 7D | -3.6% | -2.6% | -1.0% | -2.3% |
| 30D | -6.3% | -2.9% | -3.4% | -5.0% |
| 3M | -5.0% | +2.4% | -7.3% | -6.1% |
| 6M | +13.1% | -2.6% | +15.8% | +14.3% |
| YTD | +11.8% | -10.0% | +21.7% | +17.1% |
| 1Y | +35.2% | -7.7% | +42.9% | +39.9% |
| 3Y | +52.0% | +8.9% | +43.1% | +43.1% |
| 5Y | +77.9% | +6.0% | +71.9% | +69.0% |
| 10Y | +248.4% | +84.4% | +164.0% | +156.4% |
| All | +248.4% | +81.7% | +166.7% | +156.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling