+98.0%
MNST vs DAR
-29.6%
+127.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.8% | +0.1% |
| 7D | -4.7% | +9.2% | -13.9% | -5.7% |
| 30D | +5.2% | -12.3% | +17.5% | +6.7% |
| 3M | -0.9% | -12.7% | +11.8% | +0.4% |
| 6M | +6.1% | -12.8% | +18.9% | +7.4% |
| YTD | +18.9% | +53.8% | -34.9% | +11.6% |
| 1Y | +29.3% | +60.3% | -31.0% | +20.6% |
| 3Y | +64.9% | +31.7% | +33.1% | +54.0% |
| 5Y | +98.0% | -27.7% | +125.7% | +111.0% |
| All | +98.0% | -29.6% | +127.6% | +111.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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