+548,301.9%
MNST vs DUK
+2,553.0%
+545,748.9%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.3% |
| 7D | -6.5% | 0.0% | -6.5% | -6.5% |
| 30D | -7.2% | -1.7% | -5.5% | -6.8% |
| 3M | -1.0% | -0.4% | -0.6% | -1.0% |
| 6M | +11.5% | -7.2% | +18.7% | +13.6% |
| YTD | +14.3% | +5.3% | +9.1% | +12.3% |
| 1Y | +38.1% | +3.0% | +35.2% | +36.5% |
| 3Y | +55.0% | +53.1% | +1.9% | +36.4% |
| 5Y | +79.6% | +37.9% | +41.7% | +61.9% |
| 10Y | +241.8% | +124.8% | +117.0% | +169.2% |
| All | +548,301.9% | +2,553.0% | +545,748.9% | +356,979.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling