+78.2%
MNST vs NI
+100.2%
-22.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.8% | -1.9% |
| 7D | -4.1% | +2.3% | -6.4% | -4.8% |
| 30D | -4.5% | -1.7% | -2.8% | -4.1% |
| 3M | -2.5% | -8.0% | +5.5% | -0.1% |
| 6M | +14.1% | -8.6% | +22.8% | +16.9% |
| YTD | +12.6% | +2.3% | +10.2% | +11.0% |
| 1Y | +36.9% | +6.9% | +30.0% | +32.9% |
| 3Y | +53.1% | +70.6% | -17.5% | +25.4% |
| 5Y | +78.2% | +96.4% | -18.2% | +33.3% |
| All | +78.2% | +100.2% | -22.0% | +33.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling