+30.7%
MNST vs GIS
-21.2%
+51.9%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.4% | -0.4% | +1.6% |
| 7D | +1.6% | -3.4% | +5.0% | +2.2% |
| 30D | +5.1% | +6.9% | -1.8% | +4.2% |
| 3M | -0.5% | -10.1% | +9.6% | +0.6% |
| 6M | +8.1% | +5.9% | +2.3% | +8.7% |
| YTD | +21.2% | -21.1% | +42.3% | +19.4% |
| 1Y | +30.7% | -22.5% | +53.2% | +28.4% |
| All | +30.7% | -21.2% | +51.9% | +28.4% |
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