+930.7%
MNST vs INDA
+122.4%
+808.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -6.9% | +3.1% | -10.0% | -8.1% |
| 30D | +3.7% | +11.3% | -7.5% | -0.8% |
| 3M | -0.3% | +3.0% | -3.3% | -1.6% |
| 6M | +5.1% | +6.5% | -1.5% | +2.2% |
| YTD | +18.4% | -4.6% | +23.0% | +20.3% |
| 1Y | +26.3% | -5.8% | +32.0% | +28.9% |
| 3Y | +64.3% | +16.8% | +47.5% | +51.9% |
| 5Y | +96.8% | +10.4% | +86.4% | +85.8% |
| 10Y | +333.2% | +116.8% | +216.4% | +208.3% |
| All | +930.7% | +122.4% | +808.4% | +576.5% |
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