+38.1%
MNST vs NI
+1.4%
+36.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.5% |
| 7D | -6.5% | +2.0% | -8.5% | -6.7% |
| 30D | -7.2% | -3.5% | -3.7% | -6.8% |
| 3M | -1.0% | -9.1% | +8.1% | 0.0% |
| 6M | +11.5% | -11.8% | +23.3% | +12.8% |
| YTD | +14.3% | +1.1% | +13.2% | +14.6% |
| 1Y | +38.1% | +6.7% | +31.4% | +41.8% |
| All | +38.1% | +1.4% | +36.7% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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