+333.2%
MNST vs AGI
+355.0%
-21.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.8% | +2.9% | +0.3% |
| 7D | -6.9% | 0.0% | -6.9% | -6.9% |
| 30D | +3.7% | -7.6% | +11.4% | +4.0% |
| 3M | -0.3% | -10.2% | +9.9% | +0.1% |
| 6M | +5.1% | -31.5% | +36.6% | +6.8% |
| YTD | +18.4% | -22.0% | +40.4% | +19.2% |
| 1Y | +26.3% | -7.9% | +34.2% | +25.9% |
| 3Y | +64.3% | +137.6% | -73.3% | +54.4% |
| 5Y | +96.8% | +256.7% | -159.9% | +79.7% |
| 10Y | +333.2% | +405.2% | -72.0% | +284.9% |
| All | +333.2% | +355.0% | -21.8% | +284.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling