+84.2%
MNST vs AMT
-31.6%
+115.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.3% |
| 7D | -6.5% | -0.2% | -6.3% | -6.5% |
| 30D | -7.2% | +4.6% | -11.8% | -8.3% |
| 3M | -1.0% | -8.4% | +7.4% | +1.0% |
| 6M | +11.5% | -6.0% | +17.5% | +12.7% |
| YTD | +14.3% | +2.1% | +12.2% | +12.7% |
| 1Y | +38.1% | -6.4% | +44.5% | +39.4% |
| 3Y | +55.0% | +8.1% | +46.9% | +46.8% |
| All | +84.2% | -31.6% | +115.7% | +102.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling