+108.8%
MNST vs DOCS
-54.0%
+162.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.3% | +2.4% | -1.7% |
| 7D | +3.2% | -1.3% | +4.5% | +3.3% |
| 30D | +10.6% | +19.4% | -8.8% | +9.6% |
| 3M | +1.3% | +53.4% | -52.1% | -1.3% |
| 6M | +26.2% | +28.8% | -2.6% | +23.8% |
| YTD | +24.8% | -25.1% | +49.8% | +26.4% |
| 1Y | +40.9% | -48.1% | +89.1% | +46.2% |
| 3Y | +72.2% | +51.4% | +20.8% | +58.3% |
| 5Y | +108.8% | -51.1% | +159.9% | +102.7% |
| All | +108.8% | -54.0% | +162.8% | +102.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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