+145.3%
DELL vs MNST
+30.7%
+114.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.2% | +5.6% | +5.4% |
| 7D | -11.8% | -5.0% | -6.9% | -12.3% |
| 30D | -40.8% | +4.6% | -45.4% | -40.8% |
| 3M | -23.6% | +1.0% | -24.6% | -23.6% |
| 6M | +33.4% | +5.8% | +27.6% | +31.2% |
| YTD | +178.0% | +19.1% | +159.0% | +156.8% |
| All | +145.3% | +30.7% | +114.5% | +142.6% |
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