+99.0%
MNST vs NI
+110.6%
-11.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.2% | -0.8% |
| 7D | -5.0% | +0.4% | -5.4% | -5.1% |
| 30D | +4.6% | +11.3% | -6.7% | +1.3% |
| 3M | +1.0% | +6.5% | -5.4% | -0.9% |
| 6M | +5.8% | -2.3% | +8.0% | +6.3% |
| YTD | +19.1% | +10.8% | +8.3% | +14.6% |
| 1Y | +30.9% | +6.2% | +24.7% | +27.7% |
| 3Y | +65.7% | +98.7% | -32.9% | +28.6% |
| 5Y | +99.0% | +111.3% | -12.4% | +37.3% |
| All | +99.0% | +110.6% | -11.6% | +37.3% |
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