+62.9%
MNST vs IAU
+103.2%
-40.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.8% | -3.6% | -4.4% |
| 7D | -3.4% | +4.7% | -8.2% | -3.7% |
| 30D | +6.6% | -0.9% | +7.5% | +6.6% |
| 3M | -2.9% | -4.4% | +1.5% | -2.7% |
| 6M | +18.4% | -13.5% | +31.9% | +19.5% |
| YTD | +19.3% | -5.9% | +25.2% | +19.7% |
| 1Y | +37.9% | +1.9% | +36.0% | +38.1% |
| 3Y | +62.9% | +104.1% | -41.2% | +56.6% |
| All | +62.9% | +103.2% | -40.4% | +56.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling