+609.5%
ADI vs MNST
+245.8%
+363.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.9% |
| 7D | +0.4% | -6.5% | +6.9% | +3.6% |
| 30D | -3.8% | -7.2% | +3.4% | -0.8% |
| 3M | -15.3% | -1.0% | -14.2% | -15.5% |
| 6M | +6.7% | +11.5% | -4.8% | 0.0% |
| YTD | +34.8% | +14.3% | +20.5% | +24.5% |
| 1Y | +49.0% | +38.1% | +10.9% | +24.6% |
| 3Y | +108.1% | +55.0% | +53.1% | +60.7% |
| 5Y | +142.4% | +79.6% | +62.8% | +70.3% |
| All | +609.5% | +245.8% | +363.6% | +298.6% |
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