+84.2%
MNST vs FIS
-62.1%
+146.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.4% |
| 7D | -6.5% | +1.1% | -7.6% | -6.7% |
| 30D | -7.2% | -2.2% | -5.0% | -6.9% |
| 3M | -1.0% | +2.1% | -3.2% | -1.6% |
| 6M | +11.5% | -14.7% | +26.2% | +14.1% |
| YTD | +14.3% | -35.7% | +50.0% | +24.3% |
| 1Y | +38.1% | -37.1% | +75.2% | +50.7% |
| 3Y | +55.0% | -20.0% | +75.0% | +58.8% |
| All | +84.2% | -62.1% | +146.3% | +122.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling