+45.8%
MNST vs GIS
-17.8%
+63.6%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +5.2% | -1.9% | +2.5% |
| 7D | +6.8% | +8.5% | -1.7% | +5.4% |
| 30D | +12.0% | +15.3% | -3.3% | +9.7% |
| 3M | +3.5% | +0.9% | +2.6% | +3.3% |
| 6M | +29.7% | +7.9% | +21.7% | +28.4% |
| YTD | +27.2% | -17.6% | +44.8% | +27.0% |
| 1Y | +45.8% | -17.4% | +63.2% | +44.7% |
| All | +45.8% | -17.8% | +63.6% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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