+214.5%
MNST vs NVT
+699.2%
-484.7%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | -1.1% |
| 7D | -6.5% | +5.1% | -11.6% | -7.4% |
| 30D | -7.2% | -3.7% | -3.5% | -6.8% |
| 3M | -1.0% | -10.1% | +9.1% | +0.1% |
| 6M | +11.5% | +37.5% | -26.0% | +2.2% |
| YTD | +14.3% | +53.7% | -39.4% | +1.9% |
| 1Y | +38.1% | +70.9% | -32.7% | +19.3% |
| 3Y | +55.0% | +180.4% | -125.4% | +11.8% |
| 5Y | +79.6% | +393.5% | -313.8% | +6.7% |
| All | +214.5% | +699.2% | -484.7% | +49.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling