+240.9%
DIA vs MNST
+316.3%
-75.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.3% | +2.2% |
| 7D | +0.8% | -5.0% | +5.7% | +2.5% |
| 30D | +1.4% | +4.6% | -3.2% | -0.2% |
| 3M | -2.7% | +1.0% | -3.7% | -3.3% |
| 6M | +6.2% | +5.8% | +0.4% | +3.6% |
| YTD | +10.1% | +19.1% | -8.9% | +2.3% |
| 1Y | +13.0% | +30.9% | -17.9% | +1.3% |
| 3Y | +61.9% | +65.7% | -3.9% | +30.4% |
| 5Y | +57.1% | +99.0% | -41.9% | +15.1% |
| 10Y | +240.9% | +313.1% | -72.2% | +105.5% |
| All | +240.9% | +316.3% | -75.4% | +105.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling