+1,085.7%
DELL vs MNST
+80.0%
+1,005.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.6% |
| 7D | +14.9% | -6.5% | +21.4% | +16.7% |
| 30D | +13.3% | -7.2% | +20.5% | +15.1% |
| 3M | +24.4% | -1.0% | +25.4% | +23.9% |
| 6M | +258.0% | +11.5% | +246.5% | +245.1% |
| YTD | +320.2% | +14.3% | +305.9% | +300.2% |
| 1Y | +319.1% | +38.1% | +280.9% | +277.5% |
| 3Y | +706.5% | +55.0% | +651.6% | +595.9% |
| All | +1,085.7% | +80.0% | +1,005.7% | +835.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling