+223.7%
MNST vs DOW
-10.2%
+233.9%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.8% | -2.6% | -4.1% |
| 7D | -3.4% | -9.5% | +6.1% | -1.7% |
| 30D | +6.6% | +13.1% | -6.4% | +4.3% |
| 3M | -2.9% | +4.8% | -7.7% | -3.9% |
| 6M | +18.4% | -16.7% | +35.1% | +21.8% |
| YTD | +19.3% | +38.9% | -19.6% | +8.4% |
| 1Y | +37.9% | +48.3% | -10.4% | +23.2% |
| 3Y | +62.9% | -24.4% | +87.2% | +66.5% |
| 5Y | +99.6% | -29.2% | +128.8% | +105.2% |
| All | +223.7% | -10.2% | +233.9% | +174.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling