+84.2%
MNST vs AEE
+40.8%
+43.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.6% | -0.6% |
| 7D | -6.5% | +0.3% | -6.8% | -6.6% |
| 30D | -7.2% | -2.3% | -4.9% | -6.6% |
| 3M | -1.0% | +0.2% | -1.2% | -1.3% |
| 6M | +11.5% | -4.7% | +16.2% | +13.0% |
| YTD | +14.3% | +8.1% | +6.2% | +10.9% |
| 1Y | +38.1% | +8.5% | +29.6% | +33.7% |
| 3Y | +55.0% | +48.9% | +6.1% | +34.0% |
| All | +84.2% | +40.8% | +43.4% | +59.0% |
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