+168.9%
MNST vs ACI
+31.1%
+137.8%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.3% |
| 7D | -5.0% | -5.9% | +0.9% | -4.4% |
| 30D | +4.6% | +7.2% | -2.6% | +3.9% |
| 3M | +1.0% | +8.8% | -7.8% | +0.2% |
| 6M | +5.8% | -17.2% | +23.0% | +7.1% |
| YTD | +19.1% | -21.3% | +40.3% | +20.9% |
| 1Y | +30.9% | -23.7% | +54.6% | +33.3% |
| 3Y | +65.7% | -32.8% | +98.6% | +70.2% |
| 5Y | +99.0% | -41.4% | +140.3% | +104.6% |
| All | +168.9% | +31.1% | +137.8% | +153.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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