+2,655.3%
DELL vs MNST
+316.3%
+2,338.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.2% | +5.6% | +5.5% |
| 7D | -11.8% | -5.0% | -6.9% | -10.5% |
| 30D | -40.8% | +4.6% | -45.4% | -42.1% |
| 3M | -23.6% | +1.0% | -24.6% | -24.5% |
| 6M | +33.4% | +5.8% | +27.6% | +28.8% |
| YTD | +178.0% | +19.1% | +159.0% | +155.6% |
| 1Y | +138.6% | +30.9% | +107.7% | +111.3% |
| 3Y | +400.9% | +65.7% | +335.2% | +296.3% |
| 5Y | +580.7% | +99.0% | +481.8% | +388.4% |
| 10Y | +2,655.3% | +313.1% | +2,342.2% | +1,495.2% |
| All | +2,655.3% | +316.3% | +2,338.9% | +1,495.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling