+62.9%
MNST vs AEIS
+117.1%
-54.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +6.1% | -10.5% | -4.4% |
| 7D | -3.4% | -11.3% | +7.9% | -3.4% |
| 30D | +6.6% | -32.6% | +39.2% | +7.1% |
| 3M | -2.9% | -39.2% | +36.3% | -2.3% |
| 6M | +18.4% | -45.4% | +63.8% | +19.5% |
| YTD | +19.3% | -5.8% | +25.1% | +17.0% |
| 1Y | +37.9% | -10.0% | +47.9% | +35.5% |
| 3Y | +62.9% | +121.2% | -58.3% | +45.8% |
| All | +62.9% | +117.1% | -54.2% | +45.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling