-41.1%
DIS vs MNST
+80.0%
-121.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.5% |
| 7D | -2.6% | -6.5% | +3.9% | -0.6% |
| 30D | +3.5% | -7.2% | +10.7% | +5.9% |
| 3M | +6.8% | -1.0% | +7.8% | +7.0% |
| 6M | +3.0% | +11.5% | -8.5% | -0.9% |
| YTD | -6.7% | +14.3% | -21.0% | -11.2% |
| 1Y | -10.1% | +38.1% | -48.2% | -20.0% |
| 3Y | +33.0% | +55.0% | -21.9% | +12.0% |
| All | -41.1% | +80.0% | -121.1% | -54.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling