+99.0%
MNST vs ROIV
+433.0%
-334.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.8% | -0.4% |
| 7D | -5.0% | +13.3% | -18.3% | -5.6% |
| 30D | +4.6% | +14.8% | -10.2% | +3.8% |
| 3M | +1.0% | +11.9% | -10.9% | +0.3% |
| 6M | +5.8% | +42.4% | -36.6% | +3.4% |
| YTD | +19.1% | +87.4% | -68.4% | +14.5% |
| 1Y | +30.9% | +97.2% | -66.3% | +25.4% |
| 3Y | +65.7% | +375.7% | -309.9% | +50.2% |
| 5Y | +99.0% | +379.0% | -280.1% | +66.5% |
| All | +99.0% | +433.0% | -334.1% | +66.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling