+38.1%
MNST vs NVS
+27.7%
+10.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.2% |
| 7D | -6.5% | +4.0% | -10.5% | -7.2% |
| 30D | -7.2% | +3.6% | -10.8% | -7.8% |
| 3M | -1.0% | +7.8% | -8.8% | -2.6% |
| 6M | +11.5% | -0.2% | +11.7% | +11.0% |
| YTD | +14.3% | +19.6% | -5.3% | +13.2% |
| 1Y | +38.1% | +28.4% | +9.7% | +35.4% |
| All | +38.1% | +27.7% | +10.4% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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