+2,087.6%
MNST vs IOVA
-92.3%
+2,179.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.9% | -8.3% | -4.5% |
| 7D | -3.4% | -5.2% | +1.8% | -3.4% |
| 30D | +6.6% | -37.8% | +44.4% | +7.2% |
| 3M | -2.9% | +29.5% | -32.4% | -3.6% |
| 6M | +18.4% | +96.6% | -78.1% | +16.5% |
| YTD | +19.3% | +194.5% | -175.2% | +16.2% |
| 1Y | +37.9% | +248.1% | -210.2% | +33.9% |
| 3Y | +62.9% | +86.1% | -23.2% | +57.3% |
| 5Y | +99.6% | -67.8% | +167.4% | +95.7% |
| 10Y | +305.7% | +38.6% | +267.1% | +288.9% |
| All | +2,087.6% | -92.3% | +2,179.9% | +1,998.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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