+248.7%
MNST vs AU
+694.8%
-446.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.3% | +4.9% | +0.8% |
| 7D | -2.2% | -7.0% | +4.7% | -1.9% |
| 30D | -5.4% | +7.3% | -12.6% | -5.7% |
| 3M | -5.5% | +33.2% | -38.7% | -7.1% |
| 6M | +12.4% | -0.6% | +13.0% | +11.9% |
| YTD | +12.4% | +26.2% | -13.8% | +10.6% |
| 1Y | +37.2% | +68.3% | -31.1% | +33.0% |
| 3Y | +52.9% | +592.1% | -539.2% | +37.4% |
| 5Y | +79.7% | +685.3% | -605.6% | +58.4% |
| All | +248.7% | +694.8% | -446.2% | +217.6% |
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