+148,826.4%
MNST vs AU
+617.7%
+148,208.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.8% | +5.2% | +0.7% |
| 7D | -4.7% | -1.1% | -3.6% | -4.7% |
| 30D | +5.2% | -4.4% | +9.6% | +5.4% |
| 3M | -0.9% | -10.0% | +9.1% | -0.5% |
| 6M | +6.1% | -14.5% | +20.6% | +6.6% |
| YTD | +18.9% | +6.4% | +12.5% | +17.3% |
| 1Y | +29.3% | +7.7% | +21.6% | +27.4% |
| 3Y | +64.9% | +514.1% | -449.2% | +42.6% |
| 5Y | +98.0% | +386.5% | -288.5% | +71.3% |
| 10Y | +334.8% | +851.3% | -516.5% | +245.7% |
| All | +148,826.4% | +617.7% | +148,208.7% | +105,456.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling