+62.9%
MNST vs ARES
+37.4%
+25.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.2% | -4.6% | -4.4% |
| 7D | -3.4% | +4.5% | -8.0% | -3.6% |
| 30D | +6.6% | +15.7% | -9.1% | +5.9% |
| 3M | -2.9% | -2.0% | -0.9% | -2.9% |
| 6M | +18.4% | +10.4% | +8.0% | +17.8% |
| YTD | +19.3% | -14.2% | +33.5% | +19.7% |
| 1Y | +37.9% | -7.8% | +45.7% | +37.7% |
| 3Y | +62.9% | +41.4% | +21.5% | +56.8% |
| All | +62.9% | +37.4% | +25.5% | +56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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