+240.4%
MNST vs GSK
+76.8%
+163.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.7% | +1.2% | -0.7% |
| 7D | -4.1% | -4.2% | +0.1% | -2.8% |
| 30D | -4.5% | -7.5% | +3.0% | -2.2% |
| 3M | -2.5% | -3.3% | +0.8% | -1.6% |
| 6M | +14.1% | -9.3% | +23.5% | +17.2% |
| YTD | +12.6% | +1.6% | +11.0% | +11.1% |
| 1Y | +36.9% | +25.5% | +11.4% | +25.1% |
| 3Y | +53.1% | +49.3% | +3.8% | +28.2% |
| 5Y | +78.2% | +46.7% | +31.6% | +46.5% |
| 10Y | +240.4% | +76.8% | +163.6% | +154.9% |
| All | +240.4% | +76.8% | +163.6% | +154.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 10y: compounded portfolio wealth divided by compounded GSK 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…
10y analysis · Full analysis span regression · 6 months rolling