+70.4%
MNST vs D
+82.3%
-11.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.9% |
| 7D | +3.2% | +6.9% | -3.7% | +1.8% |
| 30D | +10.6% | +12.3% | -1.7% | +7.9% |
| 3M | +1.3% | +3.0% | -1.8% | +0.5% |
| 6M | +26.2% | +12.8% | +13.4% | +22.8% |
| YTD | +24.8% | +22.6% | +2.2% | +19.0% |
| 1Y | +40.9% | +21.7% | +19.3% | +34.5% |
| All | +70.4% | +82.3% | -11.9% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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