+26.1%
MNST vs INSM
-37.1%
+63.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.9% | -3.6% | -0.6% |
| 7D | -3.9% | +14.4% | -18.3% | -3.7% |
| 30D | +3.9% | +18.8% | -14.9% | +4.1% |
| 3M | -0.8% | -11.3% | +10.5% | -1.1% |
| 6M | +5.1% | +17.9% | -12.8% | +5.0% |
| YTD | +18.3% | -31.3% | +49.6% | +19.5% |
| All | +26.1% | -37.1% | +63.2% | +26.8% |
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