+78.2%
MNST vs AGI
+390.0%
-311.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.4% |
| 7D | -4.1% | +4.4% | -8.5% | -4.4% |
| 30D | -4.5% | +10.0% | -14.4% | -5.3% |
| 3M | -2.5% | +1.7% | -4.2% | -2.8% |
| 6M | +14.1% | -26.8% | +40.9% | +16.8% |
| YTD | +12.6% | -5.3% | +17.9% | +12.1% |
| 1Y | +36.9% | +11.5% | +25.5% | +33.8% |
| 3Y | +53.1% | +212.9% | -159.8% | +30.1% |
| 5Y | +78.2% | +388.8% | -310.5% | +39.8% |
| All | +78.2% | +390.0% | -311.8% | +39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling