+45.8%
MNST vs IR
+11.7%
+34.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.4% | +3.8% | +3.4% |
| 7D | +6.8% | +11.6% | -4.8% | +5.5% |
| 30D | +12.0% | +7.2% | +4.9% | +11.1% |
| 3M | +3.5% | -5.9% | +9.4% | +4.1% |
| 6M | +29.7% | +11.5% | +18.2% | +28.0% |
| YTD | +27.2% | +6.3% | +20.8% | +28.4% |
| 1Y | +45.8% | +9.1% | +36.7% | +47.1% |
| All | +45.8% | +11.7% | +34.1% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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