+312.7%
MNST vs INVH
+79.7%
+233.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.3% |
| 7D | -4.1% | -3.1% | -1.0% | -2.9% |
| 30D | -4.5% | -7.1% | +2.6% | -1.8% |
| 3M | -2.5% | -3.0% | +0.5% | -1.4% |
| 6M | +14.1% | +10.1% | +4.0% | +9.8% |
| YTD | +12.6% | +3.8% | +8.7% | +10.3% |
| 1Y | +36.9% | -2.1% | +39.0% | +37.0% |
| 3Y | +53.1% | -7.0% | +60.1% | +53.8% |
| 5Y | +78.2% | -20.6% | +98.8% | +88.6% |
| All | +312.7% | +79.7% | +233.0% | +200.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling