+354.7%
MNST vs AU
+818.2%
-463.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.5% | +3.4% | +2.0% |
| 7D | +1.6% | -7.2% | +8.8% | +1.9% |
| 30D | +5.1% | -2.9% | +7.9% | +5.1% |
| 3M | -0.5% | -8.7% | +8.2% | -0.2% |
| 6M | +8.1% | -14.1% | +22.3% | +8.5% |
| YTD | +21.2% | +4.8% | +16.4% | +20.3% |
| 1Y | +30.7% | +11.9% | +18.8% | +29.3% |
| 3Y | +67.3% | +513.8% | -446.5% | +51.8% |
| 5Y | +101.9% | +379.3% | -277.4% | +82.5% |
| All | +354.7% | +818.2% | -463.5% | +320.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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