+45.8%
MNST vs DGX
+45.0%
+0.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.5% | -0.2% | +3.0% |
| 7D | +6.8% | +4.1% | +2.7% | +6.3% |
| 30D | +12.0% | +10.5% | +1.5% | +11.1% |
| 3M | +3.5% | +9.8% | -6.3% | +2.7% |
| 6M | +29.7% | +34.6% | -4.9% | +27.8% |
| YTD | +27.2% | +49.8% | -22.7% | +24.7% |
| 1Y | +45.8% | +46.0% | -0.2% | +43.1% |
| All | +45.8% | +45.0% | +0.8% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 1y: compounded portfolio wealth divided by compounded DGX 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…
1y analysis · Full analysis span regression · 6 months rolling