+143.3%
DELL vs MNST
+45.8%
+97.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.3% | -12.2% | -8.3% |
| 7D | -24.6% | +6.8% | -31.4% | -23.9% |
| 30D | -32.5% | +12.0% | -44.5% | -31.8% |
| 3M | -20.2% | +3.5% | -23.7% | -19.3% |
| 6M | +76.5% | +29.7% | +46.8% | +72.7% |
| YTD | +198.9% | +27.2% | +171.8% | +180.3% |
| 1Y | +143.3% | +45.8% | +97.5% | +139.7% |
| All | +143.3% | +45.8% | +97.6% | +139.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling