+99.8%
MNST vs AEIS
+142.3%
-42.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.0% | +5.9% | +2.3% |
| 7D | +1.6% | +11.5% | -9.9% | +0.7% |
| 30D | +5.1% | -15.8% | +20.8% | +6.2% |
| 3M | -0.5% | -33.3% | +32.8% | +2.6% |
| 6M | +8.1% | -35.2% | +43.3% | +10.7% |
| YTD | +21.2% | +5.0% | +16.2% | +14.5% |
| 1Y | +30.7% | +8.5% | +22.3% | +22.8% |
| 3Y | +67.3% | +152.9% | -85.6% | +26.3% |
| All | +99.8% | +142.3% | -42.5% | +45.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling