+328.4%
MNST vs DRI
+343.2%
-14.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | -3.9% | +4.2% | -8.1% | -4.8% |
| 30D | +3.9% | +15.7% | -11.8% | +0.4% |
| 3M | -0.8% | +5.8% | -6.6% | -2.3% |
| 6M | +5.1% | +18.4% | -13.3% | +0.6% |
| YTD | +18.3% | +28.2% | -9.9% | +10.9% |
| 1Y | +29.5% | +35.9% | -6.4% | +19.5% |
| 3Y | +64.0% | +67.7% | -3.7% | +41.9% |
| 5Y | +97.2% | +77.9% | +19.3% | +66.5% |
| 10Y | +328.4% | +338.7% | -10.2% | +224.9% |
| All | +328.4% | +343.2% | -14.8% | +224.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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