+328.4%
MNST vs ASX
+878.5%
-550.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.3% | -3.9% | -1.1% |
| 7D | -3.9% | -9.1% | +5.2% | -3.0% |
| 30D | +3.9% | -23.6% | +27.5% | +7.1% |
| 3M | -0.8% | -5.6% | +4.8% | -1.6% |
| 6M | +5.1% | +4.7% | +0.4% | +0.4% |
| YTD | +18.3% | +122.6% | -104.3% | -2.5% |
| 1Y | +29.5% | +133.0% | -103.5% | +5.7% |
| 3Y | +64.0% | +367.1% | -303.1% | +11.0% |
| 5Y | +97.2% | +504.7% | -407.6% | +21.7% |
| 10Y | +328.4% | +887.2% | -558.8% | +113.4% |
| All | +328.4% | +878.5% | -550.1% | +113.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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