+248.4%
MNST vs GIS
-19.2%
+267.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.2% |
| 7D | -3.6% | -8.6% | +5.0% | -0.6% |
| 30D | -6.3% | -0.5% | -5.8% | -6.2% |
| 3M | -5.0% | +11.9% | -16.9% | -8.9% |
| 6M | +13.1% | -11.6% | +24.7% | +17.3% |
| YTD | +11.8% | -16.3% | +28.1% | +17.6% |
| 1Y | +35.2% | -21.8% | +57.0% | +45.6% |
| 3Y | +52.0% | -35.7% | +87.6% | +73.7% |
| 5Y | +77.9% | -22.9% | +100.7% | +87.0% |
| 10Y | +248.4% | -16.8% | +265.2% | +261.7% |
| All | +248.4% | -19.2% | +267.6% | +261.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling