+78.2%
MNST vs DE
+95.7%
-17.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.3% | -1.2% |
| 7D | -4.1% | +0.7% | -4.8% | -4.2% |
| 30D | -4.5% | +9.6% | -14.1% | -5.9% |
| 3M | -2.5% | +19.0% | -21.4% | -5.3% |
| 6M | +14.1% | +16.1% | -1.9% | +11.0% |
| YTD | +12.6% | +47.0% | -34.5% | +4.5% |
| 1Y | +36.9% | +43.1% | -6.2% | +27.6% |
| 3Y | +53.1% | +77.5% | -24.4% | +35.1% |
| 5Y | +78.2% | +96.4% | -18.1% | +52.5% |
| All | +78.2% | +95.7% | -17.5% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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