+78.2%
MNST vs INDA
+7.2%
+71.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -0.8% |
| 7D | -4.1% | -1.0% | -3.1% | -3.6% |
| 30D | -4.5% | -2.5% | -2.0% | -3.4% |
| 3M | -2.5% | +4.0% | -6.4% | -4.3% |
| 6M | +14.1% | -1.8% | +15.9% | +14.8% |
| YTD | +12.6% | -9.2% | +21.7% | +17.4% |
| 1Y | +36.9% | -7.2% | +44.1% | +41.2% |
| 3Y | +53.1% | +9.8% | +43.3% | +39.2% |
| 5Y | +78.2% | +7.5% | +70.7% | +59.3% |
| All | +78.2% | +7.2% | +71.1% | +59.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling