+7.7%
DIS vs MNST
+30.7%
-23.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.1% |
| 7D | +5.3% | -5.0% | +10.3% | +6.3% |
| 30D | +10.2% | +4.6% | +5.7% | +9.5% |
| 3M | +13.5% | +1.0% | +12.5% | +13.6% |
| 6M | +11.1% | +5.8% | +5.3% | +10.7% |
| YTD | +5.5% | +19.1% | -13.6% | +3.8% |
| All | +7.7% | +30.7% | -23.1% | +5.0% |
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 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