+269,501.5%
MNST vs IWD
+731.9%
+268,769.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.7% | 0.0% |
| 7D | +3.2% | -0.9% | +4.1% | +3.9% |
| 30D | +10.6% | +2.6% | +8.0% | +8.5% |
| 3M | +1.3% | +1.2% | 0.0% | +0.4% |
| 6M | +26.2% | +12.1% | +14.1% | +16.1% |
| YTD | +24.8% | +24.1% | +0.6% | +6.4% |
| 1Y | +40.9% | +28.5% | +12.4% | +17.1% |
| 3Y | +72.2% | +79.5% | -7.3% | +10.6% |
| 5Y | +108.8% | +70.3% | +38.5% | +39.5% |
| 10Y | +324.4% | +212.5% | +111.9% | +80.4% |
| All | +269,501.5% | +731.9% | +268,769.6% | +71,805.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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