+97.2%
MNST vs NVT
+227.9%
-130.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.1% | -0.5% |
| 7D | -3.9% | -13.0% | +9.1% | -3.0% |
| 30D | +3.9% | -32.7% | +36.6% | +7.3% |
| 3M | -0.8% | -30.6% | +29.8% | +1.7% |
| 6M | +5.1% | -33.6% | +38.7% | +7.9% |
| YTD | +18.3% | +11.0% | +7.3% | +12.3% |
| 1Y | +29.5% | +0.8% | +28.7% | +24.4% |
| 3Y | +64.0% | +125.7% | -61.6% | +24.3% |
| 5Y | +97.2% | +231.1% | -134.0% | +21.3% |
| All | +97.2% | +227.9% | -130.7% | +21.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling