+205.5%
MNST vs DOW
-15.4%
+220.9%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -2.0% | -1.6% |
| 7D | -4.1% | -2.9% | -1.2% | -3.6% |
| 30D | -4.5% | +2.0% | -6.4% | -5.0% |
| 3M | -2.5% | -12.5% | +10.1% | -0.4% |
| 6M | +14.1% | -9.2% | +23.3% | +14.3% |
| YTD | +12.6% | +30.8% | -18.2% | +3.5% |
| 1Y | +36.9% | +29.4% | +7.5% | +25.4% |
| 3Y | +53.1% | -34.6% | +87.7% | +62.0% |
| 5Y | +78.2% | -35.9% | +114.2% | +87.1% |
| All | +205.5% | -15.4% | +220.9% | +162.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling