+1,129.1%
DIA vs MNST
+480,646.0%
-479,516.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.5% |
| 7D | -0.2% | -6.5% | +6.3% | +0.6% |
| 30D | -1.5% | -7.2% | +5.7% | -0.7% |
| 3M | +3.8% | -1.0% | +4.8% | +3.8% |
| 6M | +10.3% | +11.5% | -1.2% | +8.6% |
| YTD | +12.1% | +14.3% | -2.2% | +10.0% |
| 1Y | +18.6% | +38.1% | -19.5% | +13.6% |
| 3Y | +60.6% | +55.0% | +5.7% | +51.0% |
| 5Y | +64.4% | +79.6% | -15.2% | +51.4% |
| 10Y | +250.1% | +241.8% | +8.3% | +199.5% |
| All | +1,129.1% | +480,646.0% | -479,516.9% | +574.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling