+63.5%
MNST vs DRI
+68.4%
-4.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -6.9% | -0.7% | -6.1% | -6.7% |
| 30D | +3.7% | +14.7% | -10.9% | +1.4% |
| 3M | -0.3% | +5.4% | -5.7% | -1.3% |
| 6M | +5.1% | +18.8% | -13.8% | +1.8% |
| YTD | +18.4% | +28.4% | -9.9% | +13.4% |
| 1Y | +26.3% | +37.7% | -11.4% | +19.5% |
| All | +63.5% | +68.4% | -4.9% | +50.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling