+0.6%
NVO vs MNST
+81.5%
-80.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.8% |
| 7D | +0.1% | -4.1% | +4.2% | +0.9% |
| 30D | -3.2% | -4.5% | +1.3% | -2.4% |
| 3M | +11.5% | -2.5% | +14.0% | +12.1% |
| 6M | +22.9% | +14.1% | +8.8% | +19.7% |
| YTD | -6.8% | +12.6% | -19.4% | -9.4% |
| 1Y | -12.6% | +36.9% | -49.6% | -19.0% |
| 3Y | -49.6% | +53.1% | -102.7% | -54.3% |
| 5Y | +0.6% | +78.2% | -77.7% | -13.5% |
| All | +0.6% | +81.5% | -80.9% | -13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MNST.
Daily Out/Under-Performance
Portfolio return minus MNST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNST 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 MNST 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