+70.4%
MNST vs JD
+14.9%
+55.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.3% | -5.2% | -2.0% |
| 7D | +3.2% | +11.7% | -8.6% | +2.9% |
| 30D | +10.6% | +8.1% | +2.5% | +10.4% |
| 3M | +1.3% | -12.0% | +13.3% | +1.5% |
| 6M | +26.2% | -3.5% | +29.7% | +26.2% |
| YTD | +24.8% | +3.3% | +21.4% | +24.5% |
| 1Y | +40.9% | -7.4% | +48.4% | +41.0% |
| All | +70.4% | +14.9% | +55.5% | +70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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