+630.6%
ADI vs MNST
+316.3%
+314.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -0.2% | +8.7% | +8.6% |
| 7D | -4.4% | -5.0% | +0.6% | -2.3% |
| 30D | -2.8% | +4.6% | -7.4% | -5.2% |
| 3M | +1.5% | +1.0% | +0.5% | +0.2% |
| 6M | -4.7% | +5.8% | -10.5% | -8.4% |
| YTD | +46.8% | +19.1% | +27.8% | +32.3% |
| 1Y | +74.9% | +30.9% | +44.0% | +50.3% |
| 3Y | +147.4% | +65.7% | +81.7% | +84.3% |
| 5Y | +131.9% | +99.0% | +33.0% | +54.0% |
| 10Y | +630.6% | +313.1% | +317.5% | +277.9% |
| All | +630.6% | +316.3% | +314.2% | +277.9% |
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