+98.7%
MNST vs ROIV
+232.7%
-133.9%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.7% |
| 7D | -6.5% | +0.6% | -7.1% | -6.5% |
| 30D | -7.2% | +1.0% | -8.2% | -7.3% |
| 3M | -1.0% | +18.3% | -19.3% | -2.0% |
| 6M | +11.5% | +18.3% | -6.8% | +10.3% |
| YTD | +14.3% | +61.0% | -46.7% | +11.1% |
| 1Y | +38.1% | +177.9% | -139.8% | +30.2% |
| 3Y | +55.0% | +199.1% | -144.1% | +44.4% |
| 5Y | +79.6% | +250.7% | -171.1% | +58.2% |
| All | +98.7% | +232.7% | -133.9% | +75.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling