+333.2%
MNST vs IAU
+209.9%
+123.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.3% | +0.2% |
| 7D | -6.9% | -2.0% | -4.9% | -6.7% |
| 30D | +3.7% | -4.4% | +8.2% | +4.1% |
| 3M | -0.3% | -8.9% | +8.6% | +0.5% |
| 6M | +5.1% | -15.9% | +21.0% | +6.7% |
| YTD | +18.4% | -7.8% | +26.2% | +18.9% |
| 1Y | +26.3% | -3.8% | +30.0% | +26.2% |
| 3Y | +64.3% | +104.3% | -40.1% | +51.0% |
| 5Y | +96.8% | +111.2% | -14.4% | +77.8% |
| 10Y | +333.2% | +216.4% | +116.8% | +297.7% |
| All | +333.2% | +209.9% | +123.3% | +297.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling