+101.3%
MNST vs ACI
-43.3%
+144.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.4% | -1.0% | -4.0% |
| 7D | -3.4% | -2.2% | -1.2% | -3.1% |
| 30D | +6.6% | +10.3% | -3.7% | +5.4% |
| 3M | -2.9% | +7.2% | -10.1% | -3.8% |
| 6M | +18.4% | -18.0% | +36.4% | +20.5% |
| YTD | +19.3% | -22.0% | +41.3% | +21.8% |
| 1Y | +37.9% | -23.4% | +61.3% | +41.1% |
| 3Y | +62.9% | -35.8% | +98.7% | +69.9% |
| All | +101.3% | -43.3% | +144.7% | +106.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling