+53.1%
MNST vs DUK
+51.5%
+1.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.4% | -1.7% |
| 7D | -4.1% | +0.7% | -4.8% | -4.3% |
| 30D | -4.5% | -2.0% | -2.5% | -4.0% |
| 3M | -2.5% | +0.2% | -2.7% | -2.7% |
| 6M | +14.1% | -6.9% | +21.0% | +16.2% |
| YTD | +12.6% | +6.1% | +6.4% | +10.0% |
| 1Y | +36.9% | +4.4% | +32.5% | +34.3% |
| 3Y | +53.1% | +49.1% | +4.0% | +32.7% |
| All | +53.1% | +51.5% | +1.6% | +32.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling