+96.8%
MNST vs ASX
+538.6%
-441.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.6% | -6.5% | -0.4% |
| 7D | -6.9% | +0.8% | -7.7% | -7.1% |
| 30D | +3.7% | -20.4% | +24.2% | +5.4% |
| 3M | -0.3% | -2.1% | +1.9% | -1.1% |
| 6M | +5.1% | +8.2% | -3.1% | +1.6% |
| YTD | +18.4% | +137.3% | -118.8% | +2.1% |
| 1Y | +26.3% | +155.0% | -128.7% | +7.7% |
| 3Y | +64.3% | +397.9% | -333.7% | +18.5% |
| 5Y | +96.8% | +529.2% | -432.4% | +29.2% |
| All | +96.8% | +538.6% | -441.7% | +29.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling