+548,301.9%
MNST vs GIS
+1,507.8%
+546,794.1%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | 0.0% |
| 7D | -6.5% | -7.8% | +1.4% | -4.6% |
| 30D | -7.2% | +6.6% | -13.8% | -8.7% |
| 3M | -1.0% | +21.0% | -22.0% | -5.7% |
| 6M | +11.5% | -9.1% | +20.6% | +13.5% |
| YTD | +14.3% | -13.6% | +27.9% | +17.5% |
| 1Y | +38.1% | -18.0% | +56.1% | +43.7% |
| 3Y | +55.0% | -33.7% | +88.6% | +68.7% |
| 5Y | +79.6% | -19.4% | +99.1% | +86.0% |
| 10Y | +241.8% | -21.3% | +263.0% | +248.9% |
| All | +548,301.9% | +1,507.8% | +546,794.1% | +242,368.0% |
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