+36.9%
MNST vs IT
-29.8%
+66.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -7.4% | +5.9% | -1.3% |
| 7D | -4.1% | -9.1% | +5.0% | -3.8% |
| 30D | -4.5% | -7.0% | +2.5% | -4.3% |
| 3M | -2.5% | +7.6% | -10.1% | -2.8% |
| 6M | +14.1% | +2.1% | +12.0% | +13.5% |
| YTD | +12.6% | -31.6% | +44.1% | +12.5% |
| 1Y | +36.9% | -29.9% | +66.9% | +36.1% |
| All | +36.9% | -29.8% | +66.7% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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