+35.2%
MNST vs GIS
-21.4%
+56.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.5% |
| 7D | -3.6% | -8.6% | +5.0% | -2.3% |
| 30D | -6.3% | -0.5% | -5.8% | -6.1% |
| 3M | -5.0% | +11.9% | -16.9% | -5.8% |
| 6M | +13.1% | -11.6% | +24.7% | +14.6% |
| YTD | +11.8% | -16.3% | +28.1% | +13.6% |
| 1Y | +35.2% | -21.8% | +57.0% | +39.2% |
| All | +35.2% | -21.4% | +56.7% | +39.2% |
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