+45.8%
MNST vs INSM
-40.6%
+86.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +5.3% | -2.0% | +3.4% |
| 7D | +6.8% | +13.4% | -6.7% | +6.9% |
| 30D | +12.0% | +5.9% | +6.1% | +12.0% |
| 3M | +3.5% | +11.4% | -7.9% | +3.4% |
| 6M | +29.7% | -21.4% | +51.1% | +30.8% |
| YTD | +27.2% | -36.8% | +64.0% | +29.6% |
| 1Y | +45.8% | -39.8% | +85.6% | +43.1% |
| All | +45.8% | -40.6% | +86.4% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INSM.
Daily Out/Under-Performance
Portfolio return minus INSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INSM 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 1y: compounded portfolio wealth divided by compounded INSM 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…
1y analysis · Full analysis span regression · 6 months rolling