+54.7%
MNST vs DOW
-36.1%
+90.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.0% | +2.4% | -0.5% |
| 7D | -6.5% | -2.4% | -4.1% | -6.4% |
| 30D | -7.2% | +0.4% | -7.6% | -7.3% |
| 3M | -1.0% | -14.4% | +13.4% | -0.6% |
| 6M | +11.5% | -7.0% | +18.5% | +10.7% |
| YTD | +14.3% | +30.2% | -15.9% | +9.8% |
| 1Y | +38.1% | +29.2% | +8.9% | +32.6% |
| All | +54.7% | -36.1% | +90.8% | +63.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling