+54.7%
MNST vs AEM
+359.0%
-304.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.5% |
| 7D | -6.5% | -0.5% | -6.0% | -6.5% |
| 30D | -7.2% | +24.0% | -31.2% | -8.5% |
| 3M | -1.0% | +16.1% | -17.1% | -2.0% |
| 6M | +11.5% | -11.6% | +23.1% | +12.2% |
| YTD | +14.3% | +21.5% | -7.2% | +13.2% |
| 1Y | +38.1% | +39.2% | -1.1% | +35.5% |
| All | +54.7% | +359.0% | -304.2% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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