+354.7%
MNST vs NI
+197.8%
+156.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.4% | +1.8% |
| 7D | +1.6% | +4.3% | -2.7% | +0.1% |
| 30D | +5.1% | +12.4% | -7.3% | +0.7% |
| 3M | -0.5% | +10.2% | -10.6% | -4.0% |
| 6M | +8.1% | -0.8% | +8.9% | +8.1% |
| YTD | +21.2% | +13.2% | +8.0% | +15.1% |
| 1Y | +30.7% | +10.1% | +20.7% | +25.3% |
| 3Y | +67.3% | +103.1% | -35.8% | +25.6% |
| 5Y | +101.9% | +115.5% | -13.7% | +45.9% |
| All | +354.7% | +197.8% | +156.9% | +178.2% |
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