+37.9%
MNST vs ROIV
+93.5%
-55.6%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +6.2% | -10.6% | -4.4% |
| 7D | -3.4% | +5.3% | -8.8% | -3.4% |
| 30D | +6.6% | +11.9% | -5.3% | +6.6% |
| 3M | -2.9% | +10.7% | -13.6% | -3.0% |
| 6M | +18.4% | +34.9% | -16.5% | +17.5% |
| YTD | +19.3% | +79.2% | -59.9% | +18.1% |
| 1Y | +37.9% | +89.0% | -51.1% | +38.6% |
| All | +37.9% | +93.5% | -55.6% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling