+28.8%
MNST vs IVZ
+22.5%
+6.3%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +1.0% | +0.2% |
| 7D | -6.9% | -2.8% | -4.1% | -6.7% |
| 30D | +3.7% | -2.2% | +5.9% | +3.9% |
| 3M | -0.3% | -8.1% | +7.8% | +0.3% |
| 6M | +5.1% | +3.8% | +1.3% | +4.5% |
| YTD | +18.4% | +11.5% | +7.0% | +14.8% |
| All | +28.8% | +22.5% | +6.3% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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