+4,062.5%
DELL vs MNST
+240.5%
+3,822.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +2.4% |
| 7D | +25.6% | -4.1% | +29.7% | +27.3% |
| 30D | +17.7% | -4.5% | +22.1% | +19.3% |
| 3M | +33.4% | -2.5% | +35.9% | +33.6% |
| 6M | +266.2% | +14.1% | +252.1% | +246.5% |
| YTD | +328.0% | +12.6% | +315.4% | +304.2% |
| 1Y | +339.6% | +36.9% | +302.6% | +283.7% |
| 3Y | +694.6% | +53.1% | +641.5% | +551.2% |
| 5Y | +1,122.0% | +78.2% | +1,043.8% | +822.0% |
| 10Y | +4,062.5% | +240.4% | +3,822.1% | +2,460.1% |
| All | +4,062.5% | +240.5% | +3,822.0% | +2,460.1% |
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