+354.7%
MNST vs AMT
+136.5%
+218.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.0% | +1.6% |
| 7D | +1.6% | +1.5% | +0.1% | +1.1% |
| 30D | +5.1% | +6.8% | -1.8% | +2.6% |
| 3M | -0.5% | +11.2% | -11.7% | -4.3% |
| 6M | +8.1% | +12.5% | -4.3% | +2.9% |
| YTD | +21.2% | +12.5% | +8.7% | +14.5% |
| 1Y | +30.7% | +10.1% | +20.6% | +24.4% |
| 3Y | +67.3% | +16.0% | +51.3% | +51.6% |
| 5Y | +101.9% | -17.2% | +119.0% | +107.4% |
| All | +354.7% | +136.5% | +218.3% | +186.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling