+567,324.5%
MNST vs GIS
+1,380.5%
+565,944.0%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.5% |
| 7D | -3.9% | +1.5% | -5.4% | -4.2% |
| 30D | +3.9% | +9.2% | -5.3% | +1.7% |
| 3M | -0.8% | -5.4% | +4.6% | +0.3% |
| 6M | +5.1% | +3.4% | +1.7% | +3.7% |
| YTD | +18.3% | -20.5% | +38.7% | +23.9% |
| 1Y | +29.5% | -20.0% | +49.5% | +35.3% |
| 3Y | +64.0% | -38.6% | +102.6% | +81.7% |
| 5Y | +97.2% | -33.1% | +130.3% | +113.1% |
| 10Y | +328.4% | -16.4% | +344.9% | +333.5% |
| All | +567,324.5% | +1,380.5% | +565,944.0% | +255,396.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling