+30.3%
MNST vs FGI
+45.3%
-15.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.2% |
| 7D | -5.0% | -1.4% | -3.6% | -4.9% |
| 30D | +4.6% | -3.2% | +7.8% | +4.6% |
| 3M | +1.0% | +64.1% | -63.1% | -0.1% |
| 6M | +5.8% | +17.2% | -11.4% | +4.8% |
| YTD | +19.1% | +31.6% | -12.5% | +16.6% |
| All | +30.3% | +45.3% | -15.0% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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