+38.1%
MNST vs AMT
-7.7%
+45.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.5% |
| 7D | -6.5% | -0.2% | -6.3% | -6.5% |
| 30D | -7.2% | +4.6% | -11.8% | -7.6% |
| 3M | -1.0% | -8.4% | +7.4% | -0.4% |
| 6M | +11.5% | -6.0% | +17.5% | +11.7% |
| YTD | +14.3% | +2.1% | +12.2% | +13.6% |
| 1Y | +38.1% | -6.4% | +44.5% | +41.4% |
| All | +38.1% | -7.7% | +45.8% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 1y: compounded portfolio wealth divided by compounded AMT 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…
1y analysis · Full analysis span regression · 6 months rolling