+207.5%
MNST vs NVT
+712.1%
-504.6%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | -0.2% |
| 7D | -3.6% | +7.0% | -10.6% | -4.9% |
| 30D | -6.3% | -2.3% | -4.0% | -6.2% |
| 3M | -5.0% | -3.1% | -1.9% | -5.4% |
| 6M | +13.1% | +47.0% | -33.9% | +2.2% |
| YTD | +11.8% | +56.2% | -44.5% | -0.7% |
| 1Y | +35.2% | +74.5% | -39.3% | +16.2% |
| 3Y | +52.0% | +184.0% | -132.0% | +9.4% |
| 5Y | +77.9% | +410.8% | -332.9% | +4.7% |
| All | +207.5% | +712.1% | -504.6% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 10y: compounded portfolio wealth divided by compounded NVT 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…
10y analysis · Full analysis span regression · 6 months rolling