+127.4%
ADI vs MNST
+64.6%
+62.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.4% | +5.1% | +1.5% |
| 7D | -12.8% | -3.4% | -9.4% | -12.3% |
| 30D | -11.3% | +6.6% | -18.0% | -12.7% |
| 3M | -3.4% | -2.9% | -0.5% | -3.0% |
| 6M | -12.0% | +18.4% | -30.5% | -16.5% |
| YTD | +35.3% | +19.3% | +16.0% | +27.8% |
| 1Y | +58.1% | +37.9% | +20.2% | +44.1% |
| 3Y | +127.4% | +62.9% | +64.5% | +99.8% |
| All | +127.4% | +64.6% | +62.8% | +99.8% |
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