+77.9%
MNST vs INVH
-20.4%
+98.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -3.6% | -2.3% | -1.3% | -2.8% |
| 30D | -6.3% | -5.7% | -0.6% | -4.4% |
| 3M | -5.0% | -4.5% | -0.5% | -3.6% |
| 6M | +13.1% | +11.0% | +2.2% | +9.2% |
| YTD | +11.8% | +3.7% | +8.1% | +10.0% |
| 1Y | +35.2% | -2.8% | +38.1% | +35.9% |
| 3Y | +52.0% | -7.1% | +59.1% | +52.7% |
| 5Y | +77.9% | -19.4% | +97.3% | +94.0% |
| All | +77.9% | -20.4% | +98.3% | +94.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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