+571,079.0%
MNST vs GIS
+1,392.5%
+569,686.5%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | +0.3% |
| 7D | -5.0% | +0.4% | -5.3% | -5.0% |
| 30D | +4.6% | +10.1% | -5.5% | +2.1% |
| 3M | +1.0% | -3.7% | +4.7% | +1.7% |
| 6M | +5.8% | +4.3% | +1.5% | +4.2% |
| YTD | +19.1% | -19.8% | +38.9% | +24.4% |
| 1Y | +30.9% | -20.5% | +51.4% | +37.0% |
| 3Y | +65.7% | -38.3% | +104.1% | +83.4% |
| 5Y | +99.0% | -32.2% | +131.1% | +114.3% |
| 10Y | +313.1% | -18.0% | +331.0% | +319.3% |
| All | +571,079.0% | +1,392.5% | +569,686.5% | +256,591.9% |
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