+45.8%
MNST vs IAU
+2.6%
+43.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.7% | -0.3% | +3.0% |
| 7D | +6.8% | -0.3% | +7.0% | +6.7% |
| 30D | +12.0% | -1.9% | +13.9% | +12.1% |
| 3M | +3.5% | -0.4% | +3.9% | +3.4% |
| 6M | +29.7% | -10.1% | +39.8% | +31.0% |
| YTD | +27.2% | -5.9% | +33.1% | +26.6% |
| 1Y | +45.8% | +2.9% | +42.9% | +42.2% |
| All | +45.8% | +2.6% | +43.2% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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