+45.8%
MNST vs AGI
-1.1%
+46.9%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +10.8% | -7.5% | +2.8% |
| 7D | +6.8% | -5.3% | +12.0% | +6.9% |
| 30D | +12.0% | -7.1% | +19.2% | +12.2% |
| 3M | +3.5% | +4.4% | -0.9% | +3.0% |
| 6M | +29.7% | -23.0% | +52.7% | +31.3% |
| YTD | +27.2% | -22.0% | +49.2% | +29.5% |
| 1Y | +45.8% | +0.3% | +45.5% | +42.8% |
| All | +45.8% | -1.1% | +46.9% | +42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 1y: compounded portfolio wealth divided by compounded AGI 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…
1y analysis · Full analysis span regression · 6 months rolling