+45.4%
GILD vs MNST
+45.8%
-0.4%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.3% | +0.9% | +3.9% |
| 7D | +9.6% | +6.8% | +2.8% | +9.1% |
| 30D | +20.6% | +12.0% | +8.6% | +19.8% |
| 3M | +29.7% | +3.5% | +26.2% | +29.1% |
| 6M | +33.1% | +29.7% | +3.4% | +32.3% |
| YTD | +44.7% | +27.2% | +17.5% | +44.0% |
| 1Y | +45.4% | +45.8% | -0.4% | +48.7% |
| All | +45.4% | +45.8% | -0.4% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MNST.
Daily Out/Under-Performance
Portfolio return minus MNST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNST 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 1y: compounded portfolio wealth divided by compounded MNST 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…
1y analysis · Full analysis span regression · 6 months rolling