+36.9%
MNST vs IVZ
+51.7%
-14.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | -1.4% |
| 7D | -4.1% | +1.1% | -5.2% | -4.1% |
| 30D | -4.5% | +3.1% | -7.6% | -4.6% |
| 3M | -2.5% | +18.2% | -20.6% | -3.1% |
| 6M | +14.1% | +38.6% | -24.5% | +13.4% |
| YTD | +12.6% | +25.9% | -13.3% | +10.6% |
| 1Y | +36.9% | +51.7% | -14.7% | +42.3% |
| All | +36.9% | +51.7% | -14.7% | +42.3% |
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