+894.9%
MNST vs INDA
+115.1%
+779.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -6.5% | +0.7% | -7.2% | -6.8% |
| 30D | -7.2% | -0.8% | -6.4% | -6.9% |
| 3M | -1.0% | +3.9% | -5.0% | -2.7% |
| 6M | +11.5% | -0.7% | +12.2% | +11.6% |
| YTD | +14.3% | -7.7% | +22.0% | +17.8% |
| 1Y | +38.1% | -5.1% | +43.2% | +40.7% |
| 3Y | +55.0% | +13.6% | +41.3% | +45.0% |
| 5Y | +79.6% | +7.8% | +71.8% | +71.4% |
| 10Y | +241.8% | +84.6% | +157.1% | +156.4% |
| All | +894.9% | +115.1% | +779.7% | +562.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling