+62.9%
MNST vs ASX
+324.2%
-261.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +6.4% | -10.8% | -4.5% |
| 7D | -3.4% | -19.9% | +16.5% | -3.2% |
| 30D | +6.6% | -30.9% | +37.5% | +7.0% |
| 3M | -2.9% | -15.1% | +12.2% | -3.0% |
| 6M | +18.4% | -6.5% | +24.9% | +17.2% |
| YTD | +19.3% | +98.4% | -79.2% | +14.8% |
| 1Y | +37.9% | +107.9% | -70.0% | +32.5% |
| 3Y | +62.9% | +325.3% | -262.4% | +44.6% |
| All | +62.9% | +324.2% | -261.3% | +44.6% |
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