+84.2%
MNST vs GD
+97.9%
-13.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.2% |
| 7D | -6.5% | -5.3% | -1.2% | -5.3% |
| 30D | -7.2% | -6.4% | -0.8% | -5.8% |
| 3M | -1.0% | +5.7% | -6.7% | -2.4% |
| 6M | +11.5% | -0.9% | +12.4% | +11.6% |
| YTD | +14.3% | +8.2% | +6.1% | +11.3% |
| 1Y | +38.1% | +13.4% | +24.7% | +32.4% |
| 3Y | +55.0% | +68.5% | -13.5% | +27.5% |
| All | +84.2% | +97.9% | -13.8% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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