+29.3%
MNST vs IYR
+8.9%
+20.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.7% |
| 7D | -4.7% | -0.1% | -4.6% | -4.7% |
| 30D | +5.2% | +5.7% | -0.5% | +2.8% |
| 3M | -0.9% | -0.6% | -0.3% | -0.6% |
| 6M | +6.1% | +0.5% | +5.6% | +6.1% |
| YTD | +18.9% | +10.4% | +8.4% | +17.8% |
| 1Y | +29.3% | +9.2% | +20.1% | +28.3% |
| All | +29.3% | +8.9% | +20.4% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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