+78.2%
MNST vs AEIS
+228.8%
-150.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.8% | -4.3% | -1.8% |
| 7D | -4.1% | +8.1% | -12.2% | -4.9% |
| 30D | -4.5% | -11.1% | +6.6% | -3.6% |
| 3M | -2.5% | -5.6% | +3.2% | -3.2% |
| 6M | +14.1% | -0.6% | +14.8% | +11.6% |
| YTD | +12.6% | +38.0% | -25.5% | +4.4% |
| 1Y | +36.9% | +87.2% | -50.3% | +19.9% |
| 3Y | +53.1% | +179.7% | -126.6% | +19.2% |
| 5Y | +78.2% | +241.7% | -163.5% | +26.4% |
| All | +78.2% | +228.8% | -150.6% | +26.4% |
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