+232.9%
ABT vs MNST
+316.3%
-83.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | +0.3% | -5.0% | +5.3% | +2.2% |
| 30D | +11.6% | +4.6% | +7.1% | +9.9% |
| 3M | +3.1% | +1.0% | +2.1% | +2.7% |
| 6M | +32.8% | +5.8% | +27.0% | +29.9% |
| YTD | -9.6% | +19.1% | -28.7% | -15.9% |
| 1Y | -10.4% | +30.9% | -41.3% | -19.5% |
| 3Y | +25.8% | +65.7% | -39.9% | +1.5% |
| 5Y | -3.4% | +99.0% | -102.4% | -28.9% |
| 10Y | +232.9% | +313.1% | -80.2% | +98.2% |
| All | +232.9% | +316.3% | -83.5% | +98.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling