+57.7%
MNST vs AMIX
-99.9%
+157.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.6% |
| 7D | -6.5% | -13.7% | +7.2% | -6.5% |
| 30D | -7.2% | -62.1% | +54.8% | -7.3% |
| 3M | -1.0% | -46.2% | +45.1% | -1.1% |
| 6M | +11.5% | -46.4% | +57.9% | +11.4% |
| YTD | +14.3% | -60.3% | +74.6% | +13.9% |
| 1Y | +38.1% | -79.7% | +117.8% | +37.0% |
| All | +57.7% | -99.9% | +157.5% | +50.1% |
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