+2.8%
DIS vs MNST
+26.9%
-24.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.3% |
| 7D | +0.9% | -4.7% | +5.6% | +1.7% |
| 30D | +8.9% | +5.2% | +3.7% | +8.0% |
| 3M | +14.5% | -0.9% | +15.4% | +14.9% |
| 6M | +12.2% | +6.1% | +6.1% | +11.8% |
| YTD | +4.7% | +18.9% | -14.2% | +3.3% |
| 1Y | +2.8% | +29.3% | -26.5% | +2.2% |
| All | +2.8% | +26.9% | -24.1% | +2.2% |
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