+237.1%
DIA vs MNST
+328.4%
-91.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | -1.6% | -6.9% | +5.2% | +0.8% |
| 30D | +1.3% | +3.7% | -2.5% | -0.1% |
| 3M | -2.1% | -0.3% | -1.8% | -2.2% |
| 6M | +6.2% | +5.1% | +1.1% | +3.9% |
| YTD | +10.3% | +18.4% | -8.1% | +2.7% |
| 1Y | +11.0% | +26.3% | -15.3% | +0.8% |
| 3Y | +60.4% | +64.3% | -3.9% | +29.4% |
| 5Y | +59.1% | +96.8% | -37.7% | +16.9% |
| 10Y | +237.1% | +333.2% | -96.2% | +102.0% |
| All | +237.1% | +328.4% | -91.3% | +102.0% |
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