+65.7%
MNST vs ASX
+366.1%
-300.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +8.6% | -8.8% | -0.2% |
| 7D | -5.0% | -12.3% | +7.3% | -4.8% |
| 30D | +4.6% | -26.0% | +30.6% | +5.0% |
| 3M | +1.0% | -8.1% | +9.1% | +0.8% |
| 6M | +5.8% | +1.4% | +4.4% | +4.6% |
| YTD | +19.1% | +115.6% | -96.5% | +14.5% |
| 1Y | +30.9% | +128.0% | -97.1% | +25.7% |
| 3Y | +65.7% | +371.4% | -305.7% | +47.9% |
| All | +65.7% | +366.1% | -300.3% | +47.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling