+35.2%
MNST vs DOW
+29.4%
+5.9%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.8% |
| 7D | -3.6% | -6.0% | +2.5% | -4.0% |
| 30D | -6.3% | -2.7% | -3.5% | -6.5% |
| 3M | -5.0% | -10.5% | +5.5% | -5.7% |
| 6M | +13.1% | -12.4% | +25.6% | +11.4% |
| YTD | +11.8% | +30.0% | -18.3% | +9.1% |
| 1Y | +35.2% | +27.8% | +7.4% | +35.2% |
| All | +35.2% | +29.4% | +5.9% | +35.2% |
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 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