+354.7%
MNST vs ASX
+962.9%
-608.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.0% | +4.0% | +2.2% |
| 7D | +1.6% | +12.4% | -10.8% | -0.2% |
| 30D | +5.1% | -19.8% | +24.9% | +7.5% |
| 3M | -0.5% | -10.3% | +9.8% | -0.5% |
| 6M | +8.1% | +1.2% | +6.9% | +4.0% |
| YTD | +21.2% | +123.0% | -101.8% | -0.1% |
| 1Y | +30.7% | +145.4% | -114.7% | +5.7% |
| 3Y | +67.3% | +368.6% | -301.3% | +13.2% |
| 5Y | +101.9% | +486.0% | -384.2% | +25.7% |
| All | +354.7% | +962.9% | -608.2% | +117.8% |
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