+64.1%
MNST vs FIS
-41.2%
+105.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.1% | +6.5% | +0.9% |
| 7D | -4.7% | -3.5% | -1.2% | -4.4% |
| 30D | +5.2% | -19.4% | +24.7% | +6.4% |
| 3M | -0.9% | -31.6% | +30.7% | +2.3% |
| 6M | +6.1% | -32.5% | +38.7% | +9.5% |
| YTD | +18.9% | -56.0% | +74.8% | +33.2% |
| 1Y | +29.3% | -55.5% | +84.9% | +44.4% |
| All | +64.1% | -41.2% | +105.3% | +77.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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