+108.8%
MNST vs DOCN
-34.6%
+143.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -15.9% | +14.0% | -0.9% |
| 7D | +3.2% | -29.3% | +32.5% | +5.3% |
| 30D | +10.6% | -46.0% | +56.6% | +14.5% |
| 3M | +1.3% | -43.2% | +44.5% | +4.0% |
| 6M | +26.2% | -53.7% | +79.9% | +30.9% |
| YTD | +24.8% | +46.9% | -22.2% | +15.5% |
| 1Y | +40.9% | +54.3% | -13.4% | +29.6% |
| 3Y | +72.2% | +185.5% | -113.4% | +41.3% |
| 5Y | +108.8% | -31.1% | +139.9% | +85.8% |
| All | +108.8% | -34.6% | +143.4% | +85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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