+143,107.3%
MNST vs AU
+793.6%
+142,313.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.4% |
| 7D | -6.5% | -3.6% | -2.8% | -6.3% |
| 30D | -7.2% | +23.9% | -31.1% | -8.6% |
| 3M | -1.0% | +19.1% | -20.1% | -2.5% |
| 6M | +11.5% | -0.2% | +11.6% | +10.9% |
| YTD | +14.3% | +32.5% | -18.2% | +11.4% |
| 1Y | +38.1% | +96.9% | -58.8% | +30.7% |
| 3Y | +55.0% | +614.7% | -559.8% | +32.7% |
| 5Y | +79.6% | +647.7% | -568.1% | +51.2% |
| 10Y | +241.8% | +679.2% | -437.4% | +176.4% |
| All | +143,107.3% | +793.6% | +142,313.7% | +100,133.5% |
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