+313.1%
MNST vs AEIS
+358.4%
-45.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +11.3% | -11.5% | -1.9% |
| 7D | -5.0% | +1.0% | -5.9% | -5.6% |
| 30D | +4.6% | -24.0% | +28.6% | +8.3% |
| 3M | +1.0% | -32.5% | +33.5% | +5.9% |
| 6M | +5.8% | -38.6% | +44.4% | +11.0% |
| YTD | +19.1% | +4.8% | +14.2% | +11.0% |
| 1Y | +30.9% | +1.3% | +29.6% | +22.6% |
| 3Y | +65.7% | +159.2% | -93.5% | +20.2% |
| 5Y | +99.0% | +140.8% | -41.9% | +43.2% |
| 10Y | +313.1% | +349.8% | -36.7% | +127.3% |
| All | +313.1% | +358.4% | -45.4% | +127.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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