+332.6%
MNST vs NI
+189.4%
+143.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.8% |
| 7D | -3.9% | +1.5% | -5.4% | -4.4% |
| 30D | +3.9% | +11.9% | -8.0% | -0.2% |
| 3M | -0.8% | +9.1% | -10.0% | -4.0% |
| 6M | +5.1% | -1.8% | +6.8% | +5.4% |
| YTD | +18.3% | +11.4% | +6.9% | +13.0% |
| 1Y | +29.5% | +6.4% | +23.1% | +25.7% |
| 3Y | +64.0% | +98.2% | -34.2% | +24.2% |
| 5Y | +97.2% | +110.1% | -12.9% | +43.9% |
| All | +332.6% | +189.4% | +143.2% | +167.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling