+79.7%
MNST vs DHI
+56.7%
+23.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +1.1% |
| 7D | -2.2% | -6.1% | +3.9% | -0.9% |
| 30D | -5.4% | -10.1% | +4.7% | -3.1% |
| 3M | -5.5% | -7.3% | +1.8% | -4.2% |
| 6M | +12.4% | -6.1% | +18.5% | +13.2% |
| YTD | +12.4% | -5.0% | +17.4% | +12.6% |
| 1Y | +37.2% | -22.1% | +59.3% | +43.5% |
| 3Y | +52.9% | +19.2% | +33.7% | +35.5% |
| 5Y | +79.7% | +59.4% | +20.3% | +41.3% |
| All | +79.7% | +56.7% | +23.0% | +41.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling