+248.4%
MNST vs AEE
+186.8%
+61.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | -3.6% | +1.1% | -4.6% | -4.0% |
| 30D | -6.3% | 0.0% | -6.3% | -6.3% |
| 3M | -5.0% | -0.9% | -4.0% | -4.8% |
| 6M | +13.1% | -2.4% | +15.5% | +13.8% |
| YTD | +11.8% | +8.6% | +3.1% | +7.5% |
| 1Y | +35.2% | +10.2% | +25.1% | +29.2% |
| 3Y | +52.0% | +47.8% | +4.2% | +26.9% |
| 5Y | +77.9% | +40.1% | +37.7% | +50.2% |
| 10Y | +248.4% | +195.0% | +53.4% | +103.4% |
| All | +248.4% | +186.8% | +61.6% | +103.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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