+99.8%
MNST vs DOW
-28.2%
+128.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.0% |
| 7D | +1.6% | +5.2% | -3.6% | +1.1% |
| 30D | +5.1% | +13.2% | -8.1% | +3.8% |
| 3M | -0.5% | +10.1% | -10.6% | -1.5% |
| 6M | +8.1% | -13.1% | +21.2% | +9.5% |
| YTD | +21.2% | +46.1% | -24.9% | +12.2% |
| 1Y | +30.7% | +50.0% | -19.3% | +20.3% |
| 3Y | +67.3% | -20.2% | +87.5% | +73.4% |
| All | +99.8% | -28.2% | +128.0% | +114.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling