+248.4%
MNST vs AMP
+570.9%
-322.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.5% |
| 7D | -3.6% | 0.0% | -3.6% | -3.6% |
| 30D | -6.3% | -1.0% | -5.3% | -6.0% |
| 3M | -5.0% | +23.2% | -28.2% | -10.8% |
| 6M | +13.1% | +20.4% | -7.3% | +6.7% |
| YTD | +11.8% | +13.6% | -1.9% | +6.7% |
| 1Y | +35.2% | +13.4% | +21.9% | +28.9% |
| 3Y | +52.0% | +66.5% | -14.5% | +25.4% |
| 5Y | +77.9% | +120.2% | -42.4% | +31.5% |
| 10Y | +248.4% | +576.5% | -328.1% | +104.3% |
| All | +248.4% | +570.9% | -322.5% | +104.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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