+2,876.0%
DELL vs MNST
+336.2%
+2,539.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.0% | -0.8% |
| 7D | +17.1% | -4.7% | +21.8% | +18.9% |
| 30D | -35.1% | +5.2% | -40.3% | -36.6% |
| 3M | -23.3% | -0.9% | -22.4% | -23.8% |
| 6M | +55.8% | +6.1% | +49.7% | +50.3% |
| YTD | +198.0% | +18.9% | +179.1% | +174.1% |
| 1Y | +166.6% | +29.3% | +137.3% | +137.3% |
| 3Y | +427.6% | +64.9% | +362.8% | +318.1% |
| 5Y | +630.6% | +98.0% | +532.6% | +424.7% |
| All | +2,876.0% | +336.2% | +2,539.8% | +1,600.0% |
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