+108.8%
MNST vs GD
+97.4%
+11.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.4% | -1.3% |
| 7D | +3.2% | -3.9% | +7.1% | +4.1% |
| 30D | +10.6% | +8.1% | +2.5% | +8.5% |
| 3M | +1.3% | -6.8% | +8.0% | +2.8% |
| 6M | +26.2% | +3.0% | +23.2% | +25.0% |
| YTD | +24.8% | +7.8% | +17.0% | +21.5% |
| 1Y | +40.9% | +5.8% | +35.1% | +37.9% |
| 3Y | +72.2% | +55.3% | +16.9% | +46.3% |
| 5Y | +108.8% | +96.7% | +12.1% | +52.6% |
| All | +108.8% | +97.4% | +11.4% | +52.6% |
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