+608,555.0%
MNST vs NVS
+1,271.6%
+607,283.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -4.7% | -1.0% | -3.7% | -4.4% |
| 30D | +5.2% | +12.5% | -7.3% | +1.0% |
| 3M | -0.9% | +5.2% | -6.1% | -3.3% |
| 6M | +6.1% | +8.2% | -2.0% | +2.3% |
| YTD | +18.9% | +19.8% | -0.9% | +10.4% |
| 1Y | +29.3% | +24.8% | +4.5% | +18.2% |
| 3Y | +64.9% | +90.0% | -25.2% | +28.4% |
| 5Y | +98.0% | +134.3% | -36.3% | +42.1% |
| 10Y | +334.8% | +250.8% | +84.0% | +172.1% |
| All | +608,555.0% | +1,271.6% | +607,283.4% | +374,437.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling