+4.1%
DHR vs MNST
+38.5%
-34.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.4% | -1.2% |
| 7D | -0.8% | -4.1% | +3.3% | -0.8% |
| 30D | +0.2% | -4.5% | +4.7% | +0.2% |
| 3M | +12.1% | -2.5% | +14.5% | +12.4% |
| 6M | +5.4% | +14.1% | -8.7% | +5.9% |
| YTD | -10.0% | +12.6% | -22.5% | -9.1% |
| 1Y | +4.1% | +36.9% | -32.9% | +3.7% |
| All | +4.1% | +38.5% | -34.4% | +3.7% |
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