+50.9%
MNST vs AU
+604.2%
-553.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.4% | -0.8% |
| 7D | -3.6% | +0.6% | -4.2% | -3.6% |
| 30D | -6.3% | +12.3% | -18.6% | -6.9% |
| 3M | -5.0% | +29.4% | -34.3% | -6.5% |
| 6M | +13.1% | +3.2% | +9.9% | +12.5% |
| YTD | +11.8% | +31.8% | -20.1% | +10.1% |
| 1Y | +35.2% | +83.4% | -48.2% | +31.5% |
| All | +50.9% | +604.2% | -553.3% | +34.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling