+53.1%
MNST vs NVT
+193.5%
-140.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.2% | -5.7% | -1.6% |
| 7D | -4.1% | +10.4% | -14.5% | -4.3% |
| 30D | -4.5% | -1.3% | -3.2% | -4.5% |
| 3M | -2.5% | -0.6% | -1.8% | -2.6% |
| 6M | +14.1% | +53.8% | -39.6% | +11.4% |
| YTD | +12.6% | +60.2% | -47.6% | +9.7% |
| 1Y | +36.9% | +76.8% | -39.8% | +32.5% |
| 3Y | +53.1% | +191.2% | -138.1% | +35.2% |
| All | +53.1% | +193.5% | -140.4% | +35.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling