+35.2%
MNST vs NI
+6.3%
+28.9%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.7% |
| 7D | -3.6% | +1.3% | -4.8% | -3.7% |
| 30D | -6.3% | -0.3% | -6.0% | -6.2% |
| 3M | -5.0% | -9.5% | +4.5% | -3.9% |
| 6M | +13.1% | -10.2% | +23.4% | +14.4% |
| YTD | +11.8% | +1.8% | +10.0% | +11.7% |
| 1Y | +35.2% | +5.7% | +29.6% | +38.4% |
| All | +35.2% | +6.3% | +28.9% | +38.4% |
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