+251.2%
MNST vs DHI
+414.5%
-163.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.3% |
| 7D | -1.0% | -3.4% | +2.4% | -0.1% |
| 30D | -5.6% | -5.4% | -0.2% | -4.3% |
| 3M | -5.7% | -10.4% | +4.8% | -3.4% |
| 6M | +12.0% | -2.8% | +14.7% | +11.9% |
| YTD | +13.2% | -3.4% | +16.6% | +13.0% |
| 1Y | +36.1% | -22.9% | +59.0% | +43.4% |
| 3Y | +52.9% | +20.7% | +32.2% | +36.8% |
| 5Y | +81.0% | +62.1% | +18.8% | +44.1% |
| All | +251.2% | +414.5% | -163.3% | +107.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 10y: compounded portfolio wealth divided by compounded DHI 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…
10y analysis · Full analysis span regression · 6 months rolling