+65.7%
MNST vs ALB
-13.4%
+79.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | 0.0% | -0.2% |
| 7D | -5.0% | +9.5% | -14.4% | -5.4% |
| 30D | +4.6% | -2.1% | +6.7% | +4.7% |
| 3M | +1.0% | -24.1% | +25.2% | +2.4% |
| 6M | +5.8% | -51.0% | +56.8% | +9.8% |
| YTD | +19.1% | -29.3% | +48.4% | +20.2% |
| 1Y | +30.9% | +3.2% | +27.7% | +28.9% |
| 3Y | +65.7% | -9.3% | +75.1% | +60.8% |
| All | +65.7% | -13.4% | +79.1% | +60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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