+87.9%
MNST vs IOT
+55.2%
+32.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.7% | +3.0% | -0.5% |
| 7D | -3.6% | +5.1% | -8.6% | -3.8% |
| 30D | -6.3% | -3.0% | -3.3% | -6.2% |
| 3M | -5.0% | +15.0% | -19.9% | -6.0% |
| 6M | +13.1% | +13.1% | 0.0% | +11.8% |
| YTD | +11.8% | +9.0% | +2.7% | +10.4% |
| 1Y | +35.2% | +0.1% | +35.1% | +34.0% |
| 3Y | +52.0% | +26.4% | +25.6% | +43.5% |
| All | +87.9% | +55.2% | +32.7% | +65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 10y: compounded portfolio wealth divided by compounded IOT 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…
10y analysis · Full analysis span regression · 6 months rolling