+377.0%
DELL vs MNST
+64.6%
+312.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -4.4% | +8.1% | +3.8% |
| 7D | -22.6% | -3.4% | -19.1% | -22.5% |
| 30D | -43.2% | +6.6% | -49.8% | -43.6% |
| 3M | -24.8% | -2.9% | -21.9% | -24.7% |
| 6M | +38.0% | +18.4% | +19.5% | +33.8% |
| YTD | +163.7% | +19.3% | +144.5% | +153.7% |
| 1Y | +122.5% | +37.9% | +84.6% | +110.6% |
| 3Y | +377.0% | +62.9% | +314.1% | +316.6% |
| All | +377.0% | +64.6% | +312.4% | +316.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling