+54.7%
MNST vs INDA
+13.0%
+41.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -6.5% | +0.7% | -7.2% | -6.7% |
| 30D | -7.2% | -0.8% | -6.4% | -7.0% |
| 3M | -1.0% | +3.9% | -5.0% | -2.2% |
| 6M | +11.5% | -0.7% | +12.2% | +11.3% |
| YTD | +14.3% | -7.7% | +22.0% | +16.1% |
| 1Y | +38.1% | -5.1% | +43.2% | +39.3% |
| All | +54.7% | +13.0% | +41.7% | +37.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling