+248.7%
MNST vs DUK
+129.3%
+119.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.0% |
| 7D | -2.2% | -1.7% | -0.6% | -1.6% |
| 30D | -5.4% | -2.2% | -3.1% | -4.5% |
| 3M | -5.5% | -3.7% | -1.8% | -4.2% |
| 6M | +12.4% | -6.3% | +18.7% | +15.1% |
| YTD | +12.4% | +4.5% | +7.9% | +9.5% |
| 1Y | +37.2% | +1.8% | +35.3% | +35.0% |
| 3Y | +52.9% | +46.8% | +6.1% | +25.9% |
| 5Y | +79.7% | +40.2% | +39.4% | +49.3% |
| All | +248.7% | +129.3% | +119.3% | +121.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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