+91.0%
ABBV vs MNST
+55.7%
+35.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.9% | -1.4% |
| 7D | +0.4% | -6.5% | +6.9% | +1.3% |
| 30D | +4.2% | -7.2% | +11.4% | +5.2% |
| 3M | +14.8% | -1.0% | +15.8% | +15.1% |
| 6M | +10.3% | +11.5% | -1.2% | +8.7% |
| YTD | +14.9% | +14.3% | +0.6% | +12.6% |
| 1Y | +24.1% | +38.1% | -14.0% | +17.9% |
| All | +91.0% | +55.7% | +35.3% | +81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MNST.
Daily Out/Under-Performance
Portfolio return minus MNST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNST 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 MNST 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