+159.9%
DELL vs MNST
+32.0%
+127.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +2.0% | -9.1% | -6.9% |
| 7D | +4.9% | +1.6% | +3.3% | +5.1% |
| 30D | -32.1% | +5.1% | -37.1% | -32.0% |
| 3M | -30.2% | -0.5% | -29.8% | -29.8% |
| 6M | +41.7% | +8.1% | +33.6% | +39.2% |
| YTD | +176.6% | +21.2% | +155.4% | +152.2% |
| 1Y | +159.9% | +30.7% | +129.2% | +147.4% |
| All | +159.9% | +32.0% | +127.9% | +147.4% |
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