+101.3%
MNST vs AEE
+52.8%
+48.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.4% |
| 7D | -3.4% | +2.1% | -5.5% | -4.0% |
| 30D | +6.6% | +11.4% | -4.8% | +3.0% |
| 3M | -2.9% | +5.0% | -7.9% | -4.5% |
| 6M | +18.4% | +4.4% | +14.0% | +16.5% |
| YTD | +19.3% | +15.4% | +3.9% | +13.3% |
| 1Y | +37.9% | +13.8% | +24.1% | +31.5% |
| 3Y | +62.9% | +58.0% | +4.9% | +38.4% |
| All | +101.3% | +52.8% | +48.5% | +62.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling