+97.2%
MNST vs DUK
+52.9%
+44.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.3% | -0.9% |
| 7D | -3.9% | +1.9% | -5.8% | -4.5% |
| 30D | +3.9% | +10.5% | -6.6% | +0.5% |
| 3M | -0.8% | +7.3% | -8.2% | -3.1% |
| 6M | +5.1% | +5.7% | -0.6% | +2.9% |
| YTD | +18.3% | +12.9% | +5.4% | +12.8% |
| 1Y | +29.5% | +8.6% | +20.9% | +25.2% |
| 3Y | +64.0% | +63.5% | +0.5% | +33.9% |
| 5Y | +97.2% | +52.4% | +44.8% | +61.4% |
| All | +97.2% | +52.9% | +44.3% | +61.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling