+43.3%
DIS vs MNST
+64.6%
-21.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.4% | +4.0% | +0.4% |
| 7D | +5.2% | -3.4% | +8.7% | +5.9% |
| 30D | +11.5% | +6.6% | +4.8% | +10.3% |
| 3M | +11.5% | -2.9% | +14.4% | +12.0% |
| 6M | +8.9% | +18.4% | -9.6% | +6.0% |
| YTD | +3.4% | +19.3% | -15.9% | +0.4% |
| 1Y | +7.2% | +37.9% | -30.7% | +1.6% |
| 3Y | +43.3% | +62.9% | -19.6% | +28.8% |
| All | +43.3% | +64.6% | -21.3% | +28.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling