+248.4%
MNST vs AGI
+398.0%
-149.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -0.8% |
| 7D | -3.6% | +2.2% | -5.8% | -3.7% |
| 30D | -6.3% | +11.3% | -17.6% | -6.9% |
| 3M | -5.0% | +5.6% | -10.6% | -5.4% |
| 6M | +13.1% | -27.7% | +40.8% | +14.8% |
| YTD | +11.8% | -4.1% | +15.8% | +11.4% |
| 1Y | +35.2% | +13.8% | +21.5% | +33.3% |
| 3Y | +52.0% | +217.0% | -165.0% | +40.4% |
| 5Y | +77.9% | +404.3% | -326.5% | +59.3% |
| 10Y | +248.4% | +400.5% | -152.1% | +211.6% |
| All | +248.4% | +398.0% | -149.6% | +211.6% |
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