+182.6%
ABBV vs MNST
+80.0%
+102.6%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.9% | -1.3% |
| 7D | +0.4% | -6.5% | +6.9% | +1.5% |
| 30D | +4.2% | -7.2% | +11.4% | +5.4% |
| 3M | +14.8% | -1.0% | +15.8% | +15.0% |
| 6M | +10.3% | +11.5% | -1.2% | +8.2% |
| YTD | +14.9% | +14.3% | +0.6% | +12.1% |
| 1Y | +24.1% | +38.1% | -14.0% | +17.0% |
| 3Y | +91.9% | +55.0% | +37.0% | +76.8% |
| All | +182.6% | +80.0% | +102.6% | +150.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling