+32.9%
DIS vs MNST
+328.4%
-295.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.2% | +0.3% |
| 7D | +0.6% | -6.9% | +7.5% | +3.1% |
| 30D | +10.3% | +3.7% | +6.5% | +8.8% |
| 3M | +15.6% | -0.3% | +15.9% | +15.5% |
| 6M | +15.1% | +5.1% | +10.1% | +12.7% |
| YTD | +6.0% | +18.4% | -12.5% | -1.4% |
| 1Y | +5.7% | +26.3% | -20.6% | -4.0% |
| 3Y | +39.8% | +64.3% | -24.4% | +12.6% |
| 5Y | -23.9% | +96.8% | -120.7% | -44.1% |
| 10Y | +32.9% | +333.2% | -300.3% | -19.3% |
| All | +32.9% | +328.4% | -295.5% | -19.3% |
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 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