+240.5%
MNST vs DOCU
+107.7%
+132.8%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | +0.1% | -1.7% |
| 7D | +3.2% | -3.2% | +6.4% | +3.5% |
| 30D | +10.6% | +15.7% | -5.1% | +8.9% |
| 3M | +1.3% | +37.3% | -36.0% | -2.2% |
| 6M | +26.2% | +63.1% | -36.9% | +19.2% |
| YTD | +24.8% | +15.4% | +9.4% | +21.8% |
| 1Y | +40.9% | +11.3% | +29.6% | +38.0% |
| 3Y | +72.2% | +92.1% | -19.9% | +52.2% |
| 5Y | +108.8% | -70.5% | +179.3% | +119.6% |
| All | +240.5% | +107.7% | +132.8% | +169.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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