+38.1%
MNST vs DOW
+30.0%
+8.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.0% | +2.4% | -0.8% |
| 7D | -6.5% | -2.4% | -4.1% | -6.7% |
| 30D | -7.2% | +0.4% | -7.6% | -7.2% |
| 3M | -1.0% | -14.4% | +13.4% | -2.1% |
| 6M | +11.5% | -7.0% | +18.5% | +10.0% |
| YTD | +14.3% | +30.2% | -15.9% | +12.0% |
| 1Y | +38.1% | +29.2% | +8.9% | +37.6% |
| All | +38.1% | +30.0% | +8.1% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling