+64.5%
MNST vs AMIX
-100.0%
+164.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.4% |
| 7D | -3.4% | -16.0% | +12.6% | -3.4% |
| 30D | +6.6% | -55.4% | +62.0% | +6.5% |
| 3M | -2.9% | -87.5% | +84.6% | -3.1% |
| 6M | +18.4% | -81.2% | +99.6% | +18.3% |
| YTD | +19.3% | -86.8% | +106.1% | +18.7% |
| 1Y | +37.9% | -91.6% | +129.5% | +36.9% |
| All | +64.5% | -100.0% | +164.4% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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