+313.1%
MNST vs ASX
+849.3%
-536.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +8.6% | -8.8% | -1.4% |
| 7D | -5.0% | -12.3% | +7.3% | -3.6% |
| 30D | +4.6% | -26.0% | +30.6% | +8.4% |
| 3M | +1.0% | -8.1% | +9.1% | +0.6% |
| 6M | +5.8% | +1.4% | +4.4% | +1.6% |
| YTD | +19.1% | +115.6% | -96.5% | -1.4% |
| 1Y | +30.9% | +128.0% | -97.1% | +7.1% |
| 3Y | +65.7% | +371.4% | -305.7% | +11.4% |
| 5Y | +99.0% | +469.4% | -370.5% | +24.1% |
| 10Y | +313.1% | +842.6% | -529.6% | +107.4% |
| All | +313.1% | +849.3% | -536.2% | +107.4% |
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