+29.3%
MNST vs DRI
+36.6%
-7.3%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.8% | +0.5% |
| 7D | -4.7% | -0.3% | -4.4% | -4.6% |
| 30D | +5.2% | +10.8% | -5.6% | +3.2% |
| 3M | -0.9% | +0.9% | -1.8% | -1.4% |
| 6M | +6.1% | +16.3% | -10.2% | +2.6% |
| YTD | +18.9% | +27.8% | -8.9% | +16.8% |
| 1Y | +29.3% | +33.9% | -4.5% | +27.6% |
| All | +29.3% | +36.6% | -7.3% | +27.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling