+54.1%
MNST vs AMIX
-99.9%
+154.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -3.6% | +1.6% | -5.1% | -3.6% |
| 30D | -6.3% | -50.8% | +44.5% | -6.4% |
| 3M | -5.0% | -46.3% | +41.3% | -5.1% |
| 6M | +13.1% | -49.9% | +63.0% | +13.0% |
| YTD | +11.8% | -60.4% | +72.2% | +11.4% |
| 1Y | +35.2% | -81.7% | +117.0% | +34.0% |
| All | +54.1% | -99.9% | +154.0% | +46.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling